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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 | $152,577 | $100,792+51.4% | $86,691+76.0% | $134,509+13.4% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -17.95% | 29.08%-47.0pp | 35.94%-53.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $1,828 | $3,491-47.6% | $2,837-35.6% | $4,741-61.4% |
| Participant deferral / active EE | $5,849 | $5,339+9.6% | $4,656+25.6% | $6,400-8.6% |
| Admin fee / account holder | $950 | $10,924-91.3% | $7,492-87.3% | $11,427-91.7% |