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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 | $140,534 | $133,998+4.9% | $112,263+25.2% | $134,545+4.5% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -15.98% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $10,332 | $4,040+155.7% | $3,636+184.2% | $4,742+117.9% |
| Participant deferral / active EE | $7,914 | $5,292+49.5% | $4,729+67.3% | $6,401+23.6% |
| Admin fee / account holder | $14,295 | $7,493+90.8% | $6,410+123.0% | $11,431+25.1% |