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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 | $126,012 | $133,981-5.9% | $112,249+12.3% | $134,532-6.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.57% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $13,848 | $4,040+242.8% | $3,636+280.8% | $4,741+192.1% |
| Participant deferral / active EE | $11,421 | $5,292+115.8% | $4,729+141.5% | $6,401+78.4% |
| Admin fee / account holder | $4,305 | $7,492-42.5% | $6,412-32.9% | $11,429-62.3% |