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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 | $165,639 | $100,811+64.3% | $86,698+91.1% | $134,545+23.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -5.80% | 29.11%-34.9pp | 35.96%-41.8pp | 418.37%-424.2pp |
| Employer contribution / active EE | $1,860 | $3,490-46.7% | $2,837-34.4% | $4,742-60.8% |
| Participant deferral / active EE | $4,068 | $5,339-23.8% | $4,656-12.6% | $6,401-36.5% |
| Admin fee / account holder | $4,360 | $10,926-60.1% | $7,492-41.8% | $11,431-61.9% |