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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 | $98,409 | $129,959-24.3% | $104,301-5.6% | $134,509-26.8% |
| Participation rate | 92.9% | 79.5%+13.3pp | 73.3%+19.6pp | 81.2%+11.6pp |
| Annual return | -14.29% | 42.04%-56.3pp | 24.61%-38.9pp | 418.13%-432.4pp |
| Employer contribution / active EE | $5,632 | $4,185+34.6% | $3,373+67.0% | $4,741+18.8% |
| Participant deferral / active EE | $5,283 | $5,589-5.5% | $4,626+14.2% | $6,400-17.5% |
| Admin fee / account holder | $9,832 | $9,325+5.4% | $7,340+33.9% | $11,427-14.0% |