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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 | $178,692 | $100,811+77.3% | $86,698+106.1% | $134,545+32.8% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -15.36% | 29.11%-44.5pp | 35.96%-51.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,675 | $3,490-52.0% | $2,837-41.0% | $4,742-64.7% |
| Participant deferral / active EE | $5,330 | $5,339-0.2% | $4,656+14.5% | $6,401-16.7% |
| Admin fee / account holder | $973 | $10,926-91.1% | $7,492-87.0% | $11,431-91.5% |