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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 | $128,167 | $138,114-7.2% | $125,391+2.2% | $134,545-4.7% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -15.86% | 750.88%-766.7pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $3,050 | $5,246-41.9% | $4,816-36.7% | $4,742-35.7% |
| Participant deferral / active EE | $13,181 | $7,801+69.0% | $7,448+77.0% | $6,401+105.9% |
| Admin fee / account holder | $3,982 | $11,570-65.6% | $10,009-60.2% | $11,431-65.2% |