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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 | $144,906 | $100,805+43.7% | $86,698+67.1% | $134,532+7.7% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -16.48% | 29.09%-45.6pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,808 | $3,490-19.5% | $2,837-1.0% | $4,741-40.8% |
| Participant deferral / active EE | $5,977 | $5,339+11.9% | $4,656+28.4% | $6,401-6.6% |
| Admin fee / account holder | $6,181 | $10,925-43.4% | $7,493-17.5% | $11,429-45.9% |