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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 | $142,289 | $152,542-6.7% | $117,498+21.1% | $134,509+5.8% |
| Participation rate | 94.4% | 77.1%+17.3pp | 70.6%+23.8pp | 81.2%+13.2pp |
| Annual return | -5.66% | 53.02%-58.7pp | 29.75%-35.4pp | 418.13%-423.8pp |
| Employer contribution / active EE | $10,574 | $5,574+89.7% | $4,178+153.1% | $4,741+123.1% |
| Participant deferral / active EE | $9,110 | $4,819+89.0% | $4,071+123.8% | $6,400+42.3% |
| Admin fee / account holder | $4,102 | $7,006-41.4% | $5,646-27.3% | $11,427-64.1% |