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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 | $147,044 | $133,981+9.7% | $112,249+31.0% | $134,532+9.3% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -16.68% | 47.16%-63.8pp | 27.48%-44.2pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,521 | $4,040-37.6% | $3,636-30.7% | $4,741-46.8% |
| Participant deferral / active EE | $5,613 | $5,292+6.1% | $4,729+18.7% | $6,401-12.3% |
| Admin fee / account holder | $5,943 | $7,492-20.7% | $6,412-7.3% | $11,429-48.0% |