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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 | $51,140 | $190,879-73.2% | $160,009-68.0% | $134,532-62.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -19.35% | 552.63%-572.0pp | 408.85%-428.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,206 | $4,995-35.8% | $4,225-24.1% | $4,741-32.4% |
| Participant deferral / active EE | $10,952 | $6,924+58.2% | $6,183+77.1% | $6,401+71.1% |
| Admin fee / account holder | $1,106 | $10,495-89.5% | $8,715-87.3% | $11,429-90.3% |