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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 | $146,930 | $133,998+9.7% | $112,263+30.9% | $134,545+9.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.12% | 47.17%-63.3pp | 27.49%-43.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $11,925 | $4,040+195.2% | $3,636+228.0% | $4,742+151.5% |
| Participant deferral / active EE | $8,882 | $5,292+67.8% | $4,729+87.8% | $6,401+38.8% |
| Admin fee / account holder | $7,698 | $7,493+2.7% | $6,410+20.1% | $11,431-32.7% |