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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 | $97,464 | $100,811-3.3% | $86,698+12.4% | $134,545-27.6% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -18.18% | 29.11%-47.3pp | 35.96%-54.1pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,441 | $3,490-1.4% | $2,837+21.3% | $4,742-27.4% |
| Participant deferral / active EE | $10,966 | $5,339+105.4% | $4,656+135.5% | $6,401+71.3% |
| Admin fee / account holder | $11,922 | $10,926+9.1% | $7,492+59.1% | $11,431+4.3% |