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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 | $107,662 | $100,805+6.8% | $86,698+24.2% | $134,532-20.0% |
| Participation rate | 93.3% | 79.0%+14.4pp | 76.6%+16.7pp | 81.2%+12.1pp |
| Annual return | -4.30% | 29.09%-33.4pp | 35.95%-40.2pp | 418.27%-422.6pp |
| Employer contribution / active EE | $3,473 | $3,490-0.5% | $2,837+22.4% | $4,741-26.7% |
| Participant deferral / active EE | $16,765 | $5,339+214.0% | $4,656+260.1% | $6,401+161.9% |
| Admin fee / account holder | $17,154 | $10,925+57.0% | $7,493+128.9% | $11,429+50.1% |