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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 | $129,299 | $100,805+28.3% | $86,698+49.1% | $134,532-3.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -9.28% | 29.09%-38.4pp | 35.95%-45.2pp | 418.27%-427.5pp |
| Employer contribution / active EE | $5,363 | $3,490+53.7% | $2,837+89.0% | $4,741+13.1% |
| Participant deferral / active EE | $5,317 | $5,339-0.4% | $4,656+14.2% | $6,401-16.9% |
| Admin fee / account holder | $8,752 | $10,925-19.9% | $7,493+16.8% | $11,429-23.4% |