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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 | $107,553 | $100,805+6.7% | $86,698+24.1% | $134,532-20.1% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -16.70% | 29.09%-45.8pp | 35.95%-52.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $11,786 | $3,490+237.7% | $2,837+315.5% | $4,741+148.6% |
| Participant deferral / active EE | $7,410 | $5,339+38.8% | $4,656+59.2% | $6,401+15.8% |
| Admin fee / account holder | $1,601 | $10,925-85.3% | $7,493-78.6% | $11,429-86.0% |