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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 | $110,988 | $95,975+15.6% | $74,552+48.9% | $135,382-18.0% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -5.49% | 56.96%-62.5pp | 32.53%-38.0pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,499 | $2,716-44.8% | $1,961-23.5% | $4,779-68.6% |
| Participant deferral / active EE | $3,779 | $3,844-1.7% | $3,108+21.6% | $5,609-32.6% |
| Admin fee / account holder | $413 | $6,522-93.7% | $5,060-91.8% | $10,829-96.2% |