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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 | $138,729 | $133,981+3.5% | $112,249+23.6% | $134,532+3.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -10.27% | 47.16%-57.4pp | 27.48%-37.8pp | 418.27%-428.5pp |
| Employer contribution / active EE | $3,292 | $4,040-18.5% | $3,636-9.5% | $4,741-30.6% |
| Participant deferral / active EE | $12,082 | $5,292+128.3% | $4,729+155.5% | $6,401+88.8% |
| Admin fee / account holder | $13,514 | $7,492+80.4% | $6,412+110.8% | $11,429+18.2% |