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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 | $163,818 | $100,811+62.5% | $86,698+89.0% | $134,545+21.8% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -16.26% | 29.11%-45.4pp | 35.96%-52.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $5,645 | $3,490+61.7% | $2,837+99.0% | $4,742+19.1% |
| Participant deferral / active EE | $7,509 | $5,339+40.6% | $4,656+61.3% | $6,401+17.3% |
| Admin fee / account holder | $3,335 | $10,926-69.5% | $7,492-55.5% | $11,431-70.8% |