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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 | $116,984 | $100,805+16.1% | $86,698+34.9% | $134,532-13.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -8.57% | 29.09%-37.7pp | 35.95%-44.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $2,319 | $3,490-33.6% | $2,837-18.3% | $4,741-51.1% |
| Participant deferral / active EE | $5,924 | $5,339+11.0% | $4,656+27.2% | $6,401-7.4% |
| Admin fee / account holder | $29,295 | $10,925+168.1% | $7,493+291.0% | $11,429+156.3% |