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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 | $129,349 | $105,861+22.2% | $90,756+42.5% | $134,509-3.8% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -16.19% | -10.99%-5.2pp | -12.16%-4.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $6,177 | $3,463+78.3% | $2,922+111.4% | $4,741+30.3% |
| Participant deferral / active EE | $12,493 | $5,217+139.5% | $4,565+173.7% | $6,400+95.2% |
| Admin fee / account holder | $65,056 | $13,938+366.8% | $8,445+670.3% | $11,427+469.3% |