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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 | $117,960 | $100,792+17.0% | $86,691+36.1% | $134,509-12.3% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -13.64% | 29.08%-42.7pp | 35.94%-49.6pp | 418.13%-431.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,421 | $5,339+39.0% | $4,656+59.4% | $6,400+16.0% |
| Admin fee / account holder | $7,673 | $10,924-29.8% | $7,492+2.4% | $11,427-32.8% |