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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 | $100,805+21.7% | $86,698+41.5% | $134,532-8.8% |
| Participation rate | 95.5% | 79.0%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -15.38% | 29.09%-44.5pp | 35.95%-51.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $3,161 | $3,490-9.4% | $2,837+11.4% | $4,741-33.3% |
| Participant deferral / active EE | $5,920 | $5,339+10.9% | $4,656+27.1% | $6,401-7.5% |
| Admin fee / account holder | $1,289 | $10,925-88.2% | $7,493-82.8% | $11,429-88.7% |