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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,733 | $100,811-10.0% | $86,698+4.7% | $134,545-32.6% |
| Participation rate | 78.3% | 79.0%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -16.52% | 29.11%-45.6pp | 35.96%-52.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,388 | $3,490-2.9% | $2,837+19.4% | $4,742-28.5% |
| Participant deferral / active EE | $5,842 | $5,339+9.4% | $4,656+25.5% | $6,401-8.7% |
| Admin fee / account holder | $5,660 | $10,926-48.2% | $7,492-24.4% | $11,431-50.5% |