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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 | $133,355 | $100,805+32.3% | $86,698+53.8% | $134,532-0.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -14.01% | 29.09%-43.1pp | 35.95%-50.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $7,854 | $3,490+125.0% | $2,837+176.9% | $4,741+65.7% |
| Participant deferral / active EE | $9,867 | $5,339+84.8% | $4,656+111.9% | $6,401+54.1% |
| Admin fee / account holder | $4,374 | $10,925-60.0% | $7,493-41.6% | $11,429-61.7% |