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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 | $88,574 | $100,805-12.1% | $86,698+2.2% | $134,532-34.2% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -14.79% | 29.09%-43.9pp | 35.95%-50.7pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,613 | $3,490-25.1% | $2,837-7.9% | $4,741-44.9% |
| Participant deferral / active EE | $3,332 | $5,339-37.6% | $4,656-28.4% | $6,401-47.9% |
| Admin fee / account holder | $8,251 | $10,925-24.5% | $7,493+10.1% | $11,429-27.8% |