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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 | $104,695 | $100,811+3.9% | $86,698+20.8% | $134,545-22.2% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -11.63% | 29.11%-40.7pp | 35.96%-47.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $8,151 | $3,490+133.5% | $2,837+187.3% | $4,742+71.9% |
| Participant deferral / active EE | $2,842 | $5,339-46.8% | $4,656-39.0% | $6,401-55.6% |
| Admin fee / account holder | $3,176 | $10,926-70.9% | $7,492-57.6% | $11,431-72.2% |