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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 | $141,522 | $100,805+40.4% | $86,698+63.2% | $134,532+5.2% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -16.25% | 29.09%-45.3pp | 35.95%-52.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $907 | $3,490-74.0% | $2,837-68.0% | $4,741-80.9% |
| Participant deferral / active EE | $5,366 | $5,339+0.5% | $4,656+15.2% | $6,401-16.2% |
| Admin fee / account holder | $4,639 | $10,925-57.5% | $7,493-38.1% | $11,429-59.4% |