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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 | $100,334 | $100,811-0.5% | $86,698+15.7% | $134,545-25.4% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -16.15% | 29.11%-45.3pp | 35.96%-52.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,353 | $3,490-32.6% | $2,837-17.1% | $4,742-50.4% |
| Participant deferral / active EE | $3,559 | $5,339-33.4% | $4,656-23.6% | $6,401-44.4% |
| Admin fee / account holder | $21,538 | $10,926+97.1% | $7,492+187.5% | $11,431+88.4% |