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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 | $138,303 | $129,943+6.4% | $104,303+32.6% | $134,493+2.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -18.61% | 42.03%-60.6pp | 24.61%-43.2pp | 418.01%-436.6pp |
| Employer contribution / active EE | $2,723 | $4,185-34.9% | $3,372-19.3% | $4,740-42.6% |
| Participant deferral / active EE | $4,653 | $5,588-16.7% | $4,625+0.6% | $6,400-27.3% |
| Admin fee / account holder | $6,449 | $9,323-30.8% | $7,340-12.1% | $11,425-43.6% |