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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 | $221,154 | $100,772+119.5% | $86,690+155.1% | $134,493+64.4% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -8.75% | 29.06%-37.8pp | 35.93%-44.7pp | 418.01%-426.8pp |
| Employer contribution / active EE | $3,301 | $3,490-5.4% | $2,837+16.4% | $4,740-30.4% |
| Participant deferral / active EE | $9,518 | $5,338+78.3% | $4,656+104.4% | $6,400+48.7% |
| Admin fee / account holder | $703 | $10,920-93.6% | $7,490-90.6% | $11,425-93.9% |