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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 | $124,599 | $133,998-7.0% | $112,263+11.0% | $134,545-7.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.33% | 47.17%-67.5pp | 27.49%-47.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,177 | $4,040-46.1% | $3,636-40.1% | $4,742-54.1% |
| Participant deferral / active EE | $3,910 | $5,292-26.1% | $4,729-17.3% | $6,401-38.9% |
| Admin fee / account holder | $4,342 | $7,493-42.1% | $6,410-32.3% | $11,431-62.0% |