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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 | $107,283 | $100,805+6.4% | $86,698+23.7% | $134,532-20.3% |
| Participation rate | 84.6% | 79.0%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -16.08% | 29.09%-45.2pp | 35.95%-52.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,692 | $3,490-22.9% | $2,837-5.1% | $4,741-43.2% |
| Participant deferral / active EE | $8,770 | $5,339+64.3% | $4,656+88.3% | $6,401+37.0% |
| Admin fee / account holder | $1,343 | $10,925-87.7% | $7,493-82.1% | $11,429-88.2% |