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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 | $129,960+6.4% | $104,299+32.6% | $134,545+2.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -18.61% | 42.06%-60.7pp | 24.62%-43.2pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,723 | $4,186-35.0% | $3,373-19.3% | $4,742-42.6% |
| Participant deferral / active EE | $4,653 | $5,589-16.8% | $4,626+0.6% | $6,401-27.3% |
| Admin fee / account holder | $6,449 | $9,324-30.8% | $7,339-12.1% | $11,431-43.6% |