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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 | $120,113 | $100,811+19.1% | $86,698+38.5% | $134,545-10.7% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -19.63% | 29.11%-48.7pp | 35.96%-55.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $7,194 | $3,490+106.1% | $2,837+153.6% | $4,742+51.7% |
| Participant deferral / active EE | $4,573 | $5,339-14.3% | $4,656-1.8% | $6,401-28.6% |
| Admin fee / account holder | $787 | $10,926-92.8% | $7,492-89.5% | $11,431-93.1% |