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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 | $115,394 | $133,981-13.9% | $112,249+2.8% | $134,532-14.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.18% | 47.16%-63.3pp | 27.48%-43.7pp | 418.27%-434.4pp |
| Employer contribution / active EE | $9,786 | $4,040+142.2% | $3,636+169.1% | $4,741+106.4% |
| Participant deferral / active EE | $3,168 | $5,292-40.1% | $4,729-33.0% | $6,401-50.5% |
| Admin fee / account holder | $840 | $7,492-88.8% | $6,412-86.9% | $11,429-92.6% |