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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 | $137,663 | $133,998+2.7% | $112,263+22.6% | $134,545+2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.85% | 47.17%-62.0pp | 27.49%-42.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,798 | $4,040-55.5% | $3,636-50.6% | $4,742-62.1% |
| Participant deferral / active EE | $6,589 | $5,292+24.5% | $4,729+39.3% | $6,401+2.9% |
| Admin fee / account holder | $4,642 | $7,493-38.1% | $6,410-27.6% | $11,431-59.4% |