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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 | $232,572 | $133,998+73.6% | $112,263+107.2% | $134,545+72.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.12% | 47.17%-62.3pp | 27.49%-42.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $3,084 | $4,040-23.7% | $3,636-15.2% | $4,742-35.0% |
| Participant deferral / active EE | $6,384 | $5,292+20.6% | $4,729+35.0% | $6,401-0.3% |
| Admin fee / account holder | $2,730 | $7,493-63.6% | $6,410-57.4% | $11,431-76.1% |