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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 | $186,606 | $127,387+46.5% | $115,038+62.2% | $125,389+48.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.61% | 31.28%-33.9pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,331 | $5,166-54.9% | $4,608-49.4% | $4,866-52.1% |
| Participant deferral / active EE | $4,396 | $6,423-31.6% | $6,026-27.1% | $5,352-17.9% |
| Admin fee / account holder | $9,953 | $9,516+4.6% | $8,175+21.7% | $9,541+4.3% |