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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 | $177,020 | $100,805+75.6% | $86,698+104.2% | $134,532+31.6% |
| Participation rate | 85.0% | 79.0%+6.0pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -16.93% | 29.09%-46.0pp | 35.95%-52.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,898 | $3,490+11.7% | $2,837+37.4% | $4,741-17.8% |
| Participant deferral / active EE | $7,004 | $5,339+31.2% | $4,656+50.4% | $6,401+9.4% |
| Admin fee / account holder | $841 | $10,925-92.3% | $7,493-88.8% | $11,429-92.6% |