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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 | $149,107 | $133,998+11.3% | $112,263+32.8% | $134,545+10.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -12.63% | 47.17%-59.8pp | 27.49%-40.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $2,642 | $4,040-34.6% | $3,636-27.3% | $4,742-44.3% |
| Participant deferral / active EE | $11,662 | $5,292+120.4% | $4,729+146.6% | $6,401+82.2% |
| Admin fee / account holder | $5,100 | $7,493-31.9% | $6,410-20.4% | $11,431-55.4% |