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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 | $44,300 | $190,879-76.8% | $160,009-72.3% | $134,532-67.1% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -11.77% | 552.63%-564.4pp | 408.85%-420.6pp | 418.27%-430.0pp |
| Employer contribution / active EE | $2,042 | $4,995-59.1% | $4,225-51.7% | $4,741-56.9% |
| Participant deferral / active EE | $7,711 | $6,924+11.4% | $6,183+24.7% | $6,401+20.5% |
| Admin fee / account holder | $2,796 | $10,495-73.4% | $8,715-67.9% | $11,429-75.5% |