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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 | $99,242 | $100,811-1.6% | $86,698+14.5% | $134,545-26.2% |
| Participation rate | 87.0% | 79.0%+8.0pp | 76.6%+10.4pp | 81.2%+5.7pp |
| Annual return | -16.91% | 29.11%-46.0pp | 35.96%-52.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,004 | $3,490-42.6% | $2,837-29.4% | $4,742-57.7% |
| Participant deferral / active EE | $3,566 | $5,339-33.2% | $4,656-23.4% | $6,401-44.3% |
| Admin fee / account holder | $2,640 | $10,926-75.8% | $7,492-64.8% | $11,431-76.9% |