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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 | $141,551 | $133,981+5.7% | $112,249+26.1% | $134,532+5.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.37% | 47.16%-66.5pp | 27.48%-46.9pp | 418.27%-437.6pp |
| Employer contribution / active EE | $7,542 | $4,040+86.7% | $3,636+107.4% | $4,741+59.1% |
| Participant deferral / active EE | $8,834 | $5,292+66.9% | $4,729+86.8% | $6,401+38.0% |
| Admin fee / account holder | $5,073 | $7,492-32.3% | $6,412-20.9% | $11,429-55.6% |