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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 | $97,335 | $100,805-3.4% | $86,698+12.3% | $134,532-27.6% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -13.93% | 29.09%-43.0pp | 35.95%-49.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $3,464 | $3,490-0.7% | $2,837+22.1% | $4,741-26.9% |
| Participant deferral / active EE | $6,451 | $5,339+20.8% | $4,656+38.5% | $6,401+0.8% |
| Admin fee / account holder | $43,604 | $10,925+299.1% | $7,493+482.0% | $11,429+281.5% |