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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 | $139,073 | $133,998+3.8% | $112,263+23.9% | $134,545+3.4% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -18.38% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,949 | $4,040-2.3% | $3,636+8.6% | $4,742-16.7% |
| Participant deferral / active EE | $6,928 | $5,292+30.9% | $4,729+46.5% | $6,401+8.2% |
| Admin fee / account holder | $3,470 | $7,493-53.7% | $6,410-45.9% | $11,431-69.6% |