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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 | $115,279 | $100,792+14.4% | $86,691+33.0% | $134,509-14.3% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.06% | 29.08%-47.1pp | 35.94%-54.0pp | 418.13%-436.2pp |
| Employer contribution / active EE | $3,995 | $3,491+14.4% | $2,837+40.8% | $4,741-15.7% |
| Participant deferral / active EE | $16,561 | $5,339+210.2% | $4,656+255.7% | $6,400+158.8% |
| Admin fee / account holder | $653 | $10,924-94.0% | $7,492-91.3% | $11,427-94.3% |