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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 | $108,027 | $100,805+7.2% | $86,698+24.6% | $134,532-19.7% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -19.50% | 29.09%-48.6pp | 35.95%-55.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $4,809 | $3,490+37.8% | $2,837+69.5% | $4,741+1.4% |
| Participant deferral / active EE | $13,432 | $5,339+151.6% | $4,656+188.5% | $6,401+109.8% |
| Admin fee / account holder | $1,768 | $10,925-83.8% | $7,493-76.4% | $11,429-84.5% |