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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 | $136,111 | $133,998+1.6% | $112,263+21.2% | $134,545+1.2% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -15.92% | 47.17%-63.1pp | 27.49%-43.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $9,783 | $4,040+142.1% | $3,636+169.0% | $4,742+106.3% |
| Participant deferral / active EE | $6,212 | $5,292+17.4% | $4,729+31.3% | $6,401-3.0% |
| Admin fee / account holder | $896 | $7,493-88.0% | $6,410-86.0% | $11,431-92.2% |