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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 | $101,447 | $127,387-20.4% | $115,038-11.8% | $125,389-19.1% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.96% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $12,318 | $5,166+138.4% | $4,608+167.3% | $4,866+153.1% |
| Participant deferral / active EE | $12,079 | $6,423+88.1% | $6,026+100.4% | $5,352+125.7% |
| Admin fee / account holder | $39,742 | $9,516+317.6% | $8,175+386.1% | $9,541+316.5% |