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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 | $121,415 | $129,959-6.6% | $104,301+16.4% | $134,532-9.7% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -15.31% | 42.04%-57.4pp | 24.61%-39.9pp | 418.27%-433.6pp |
| Employer contribution / active EE | $7,717 | $4,185+84.4% | $3,373+128.8% | $4,741+62.8% |
| Participant deferral / active EE | $5,997 | $5,589+7.3% | $4,626+29.6% | $6,401-6.3% |
| Admin fee / account holder | $5,569 | $9,325-40.3% | $7,340-24.1% | $11,429-51.3% |