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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 | $95,068 | $134,001-29.1% | $112,258-15.3% | $134,509-29.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.64% | 47.15%-63.8pp | 27.47%-44.1pp | 418.13%-434.8pp |
| Employer contribution / active EE | $2,289 | $4,039-43.3% | $3,636-37.0% | $4,741-51.7% |
| Participant deferral / active EE | $6,161 | $5,291+16.4% | $4,728+30.3% | $6,400-3.7% |
| Admin fee / account holder | $8,639 | $7,491+15.3% | $6,411+34.7% | $11,427-24.4% |