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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 | $125,607 | $100,792+24.6% | $86,691+44.9% | $134,509-6.6% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -17.50% | 29.08%-46.6pp | 35.94%-53.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $4,024 | $3,491+15.3% | $2,837+41.9% | $4,741-15.1% |
| Participant deferral / active EE | $6,718 | $5,339+25.8% | $4,656+44.3% | $6,400+5.0% |
| Admin fee / account holder | $18,885 | $10,924+72.9% | $7,492+152.1% | $11,427+65.3% |