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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 | $132,134 | $133,998-1.4% | $112,263+17.7% | $134,545-1.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -11.97% | 47.17%-59.1pp | 27.49%-39.5pp | 418.37%-430.3pp |
| Employer contribution / active EE | $6,936 | $4,040+71.7% | $3,636+90.8% | $4,742+46.3% |
| Participant deferral / active EE | $7,610 | $5,292+43.8% | $4,729+60.9% | $6,401+18.9% |
| Admin fee / account holder | $657 | $7,493-91.2% | $6,410-89.7% | $11,431-94.3% |