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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 | $118,416 | $100,811+17.5% | $86,698+36.6% | $134,545-12.0% |
| Participation rate | 84.6% | 79.0%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -12.60% | 29.11%-41.7pp | 35.96%-48.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $2,008 | $3,490-42.5% | $2,837-29.2% | $4,742-57.6% |
| Participant deferral / active EE | $5,367 | $5,339+0.5% | $4,656+15.3% | $6,401-16.2% |
| Admin fee / account holder | $29,915 | $10,926+173.8% | $7,492+299.3% | $11,431+161.7% |