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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 | $125,583 | $133,998-6.3% | $112,263+11.9% | $134,545-6.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -18.20% | 47.17%-65.4pp | 27.49%-45.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $8,436 | $4,040+108.8% | $3,636+132.0% | $4,742+77.9% |
| Participant deferral / active EE | $7,796 | $5,292+47.3% | $4,729+64.8% | $6,401+21.8% |
| Admin fee / account holder | $1,420 | $7,493-81.1% | $6,410-77.9% | $11,431-87.6% |