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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 | $117,247 | $100,805+16.3% | $86,698+35.2% | $134,532-12.8% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -13.70% | 29.09%-42.8pp | 35.95%-49.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $8,488 | $3,490+143.2% | $2,837+199.2% | $4,741+79.0% |
| Participant deferral / active EE | $5,897 | $5,339+10.5% | $4,656+26.7% | $6,401-7.9% |
| Admin fee / account holder | $3,987 | $10,925-63.5% | $7,493-46.8% | $11,429-65.1% |