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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 | $169,780 | $133,981+26.7% | $112,249+51.3% | $134,532+26.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -12.48% | 47.16%-59.6pp | 27.48%-40.0pp | 418.27%-430.7pp |
| Employer contribution / active EE | $3,329 | $4,040-17.6% | $3,636-8.4% | $4,741-29.8% |
| Participant deferral / active EE | $8,019 | $5,292+51.5% | $4,729+69.6% | $6,401+25.3% |
| Admin fee / account holder | $728 | $7,492-90.3% | $6,412-88.6% | $11,429-93.6% |