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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 | $118,296 | $100,805+17.4% | $86,698+36.4% | $134,532-12.1% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -8.40% | 29.09%-37.5pp | 35.95%-44.4pp | 418.27%-426.7pp |
| Employer contribution / active EE | $2,744 | $3,490-21.4% | $2,837-3.3% | $4,741-42.1% |
| Participant deferral / active EE | $2,744 | $5,339-48.6% | $4,656-41.1% | $6,401-57.1% |
| Admin fee / account holder | $476 | $10,925-95.6% | $7,493-93.7% | $11,429-95.8% |