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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 | $139,670 | $100,805+38.6% | $86,698+61.1% | $134,532+3.8% |
| Participation rate | 86.4% | 79.0%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -19.71% | 29.09%-48.8pp | 35.95%-55.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $917 | $3,490-73.7% | $2,837-67.7% | $4,741-80.7% |
| Participant deferral / active EE | $7,576 | $5,339+41.9% | $4,656+62.7% | $6,401+18.4% |
| Admin fee / account holder | $7,736 | $10,925-29.2% | $7,493+3.2% | $11,429-32.3% |