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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 | $135,950 | $105,866+28.4% | $90,766+49.8% | $134,545+1.0% |
| Participation rate | 90.9% | 78.3%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.00% | -10.99%-6.0pp | -12.16%-4.8pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,580 | $3,464+3.4% | $2,922+22.5% | $4,742-24.5% |
| Participant deferral / active EE | $7,926 | $5,217+51.9% | $4,565+73.6% | $6,401+23.8% |
| Admin fee / account holder | $29,254 | $13,938+109.9% | $8,446+246.4% | $11,431+155.9% |