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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 | $113,537 | $100,811+12.6% | $86,698+31.0% | $134,545-15.6% |
| Participation rate | 95.5% | 79.0%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -15.66% | 29.11%-44.8pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,790 | $3,490-20.1% | $2,837-1.6% | $4,742-41.2% |
| Participant deferral / active EE | $7,201 | $5,339+34.9% | $4,656+54.6% | $6,401+12.5% |
| Admin fee / account holder | $2,087 | $10,926-80.9% | $7,492-72.1% | $11,431-81.7% |