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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 | $177,486 | $133,998+32.5% | $112,263+58.1% | $134,545+31.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -16.50% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,816 | $4,040-55.1% | $3,636-50.1% | $4,742-61.7% |
| Participant deferral / active EE | $4,991 | $5,292-5.7% | $4,729+5.5% | $6,401-22.0% |
| Admin fee / account holder | $2,195 | $7,493-70.7% | $6,410-65.8% | $11,431-80.8% |