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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 | $169,050 | $133,981+26.2% | $112,249+50.6% | $134,532+25.7% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -16.78% | 47.16%-63.9pp | 27.48%-44.3pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,602 | $4,040-10.8% | $3,636-0.9% | $4,741-24.0% |
| Participant deferral / active EE | $8,996 | $5,292+70.0% | $4,729+90.2% | $6,401+40.5% |
| Admin fee / account holder | $4,097 | $7,492-45.3% | $6,412-36.1% | $11,429-64.2% |