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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 | $205,682 | $129,959+58.3% | $104,301+97.2% | $134,532+52.9% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.5pp | 81.2%+0.6pp |
| Annual return | -11.89% | 42.04%-53.9pp | 24.61%-36.5pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,833 | $4,185-56.2% | $3,373-45.7% | $4,741-61.3% |
| Participant deferral / active EE | $4,880 | $5,589-12.7% | $4,626+5.5% | $6,401-23.8% |
| Admin fee / account holder | $1,088 | $9,325-88.3% | $7,340-85.2% | $11,429-90.5% |