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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 | $96,520 | $133,998-28.0% | $112,263-14.0% | $134,545-28.3% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -16.89% | 47.17%-64.1pp | 27.49%-44.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $11,013 | $4,040+172.6% | $3,636+202.9% | $4,742+132.3% |
| Participant deferral / active EE | $2,259 | $5,292-57.3% | $4,729-52.2% | $6,401-64.7% |
| Admin fee / account holder | $7,061 | $7,493-5.8% | $6,410+10.1% | $11,431-38.2% |