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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 | $96,861 | $100,805-3.9% | $86,698+11.7% | $134,532-28.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.42% | 29.09%-46.5pp | 35.95%-53.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,135 | $3,490-10.2% | $2,837+10.5% | $4,741-33.9% |
| Participant deferral / active EE | $7,828 | $5,339+46.6% | $4,656+68.1% | $6,401+22.3% |
| Admin fee / account holder | $17,205 | $10,925+57.5% | $7,493+129.6% | $11,429+50.5% |