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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 | $125,852 | $133,981-6.1% | $112,249+12.1% | $134,532-6.5% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -17.05% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $18,334 | $4,040+353.8% | $3,636+404.2% | $4,741+286.7% |
| Participant deferral / active EE | $3,985 | $5,292-24.7% | $4,729-15.7% | $6,401-37.7% |
| Admin fee / account holder | $27,217 | $7,492+263.3% | $6,412+324.4% | $11,429+138.1% |