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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 | $95,732 | $100,811-5.0% | $86,698+10.4% | $134,545-28.8% |
| Participation rate | 93.3% | 79.0%+14.4pp | 76.6%+16.7pp | 81.2%+12.1pp |
| Annual return | -17.21% | 29.11%-46.3pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $5,638 | $3,490+61.5% | $2,837+98.7% | $4,742+18.9% |
| Participant deferral / active EE | $3,413 | $5,339-36.1% | $4,656-26.7% | $6,401-46.7% |
| Admin fee / account holder | $11,008 | $10,926+0.8% | $7,492+46.9% | $11,431-3.7% |