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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 | $133,983+73.6% | $112,244+107.2% | $134,493+72.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.12% | 47.13%-62.3pp | 27.46%-42.6pp | 418.01%-433.1pp |
| Employer contribution / active EE | $3,084 | $4,039-23.6% | $3,635-15.2% | $4,740-34.9% |
| Participant deferral / active EE | $6,384 | $5,291+20.6% | $4,728+35.0% | $6,400-0.3% |
| Admin fee / account holder | $2,730 | $7,490-63.6% | $6,411-57.4% | $11,425-76.1% |