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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 | $124,769 | $100,811+23.8% | $86,698+43.9% | $134,545-7.3% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -14.56% | 29.11%-43.7pp | 35.96%-50.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $12,301 | $3,490+252.5% | $2,837+333.6% | $4,742+159.4% |
| Participant deferral / active EE | $6,590 | $5,339+23.4% | $4,656+41.5% | $6,401+2.9% |
| Admin fee / account holder | $4,137 | $10,926-62.1% | $7,492-44.8% | $11,431-63.8% |