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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 | $122,721 | $100,792+21.8% | $86,691+41.6% | $134,509-8.8% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -15.38% | 29.08%-44.5pp | 35.94%-51.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $3,161 | $3,491-9.4% | $2,837+11.4% | $4,741-33.3% |
| Participant deferral / active EE | $5,920 | $5,339+10.9% | $4,656+27.1% | $6,400-7.5% |
| Admin fee / account holder | $1,289 | $10,924-88.2% | $7,492-82.8% | $11,427-88.7% |