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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 | $110,285 | $100,811+9.4% | $86,698+27.2% | $134,545-18.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -16.60% | 29.11%-45.7pp | 35.96%-52.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $7,991 | $3,490+129.0% | $2,837+181.7% | $4,742+68.5% |
| Participant deferral / active EE | $8,882 | $5,339+66.3% | $4,656+90.7% | $6,401+38.7% |
| Admin fee / account holder | $12,103 | $10,926+10.8% | $7,492+61.5% | $11,431+5.9% |