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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 | $119,829 | $100,811+18.9% | $86,698+38.2% | $134,545-10.9% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -19.17% | 29.11%-48.3pp | 35.96%-55.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $12,596 | $3,490+260.9% | $2,837+344.0% | $4,742+165.7% |
| Participant deferral / active EE | $12,412 | $5,339+132.5% | $4,656+166.6% | $6,401+93.9% |
| Admin fee / account holder | $2,173 | $10,926-80.1% | $7,492-71.0% | $11,431-81.0% |