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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 | $127,857 | $133,981-4.6% | $112,249+13.9% | $134,532-5.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.11% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $5,256 | $4,040+30.1% | $3,636+44.6% | $4,741+10.9% |
| Participant deferral / active EE | $7,622 | $5,292+44.0% | $4,729+61.2% | $6,401+19.1% |
| Admin fee / account holder | $812 | $7,492-89.2% | $6,412-87.3% | $11,429-92.9% |