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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 | $130,740 | $133,981-2.4% | $112,249+16.5% | $134,532-2.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.63% | 47.16%-66.8pp | 27.48%-47.1pp | 418.27%-437.9pp |
| Employer contribution / active EE | $4,321 | $4,040+7.0% | $3,636+18.8% | $4,741-8.9% |
| Participant deferral / active EE | $7,310 | $5,292+38.1% | $4,729+54.6% | $6,401+14.2% |
| Admin fee / account holder | $1,683 | $7,492-77.5% | $6,412-73.8% | $11,429-85.3% |