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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 | $137,071 | $100,811+36.0% | $86,698+58.1% | $134,545+1.9% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -14.86% | 29.11%-44.0pp | 35.96%-50.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,810 | $3,490-48.2% | $2,837-36.2% | $4,742-61.8% |
| Participant deferral / active EE | $3,779 | $5,339-29.2% | $4,656-18.9% | $6,401-41.0% |
| Admin fee / account holder | $2,532 | $10,926-76.8% | $7,492-66.2% | $11,431-77.8% |