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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 | $111,036 | $95,915+15.8% | $79,580+39.5% | $134,532-17.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -19.29% | -2.71%-16.6pp | 0.15%-19.4pp | 418.27%-437.6pp |
| Employer contribution / active EE | $8,215 | $3,129+162.6% | $2,413+240.4% | $4,741+73.3% |
| Participant deferral / active EE | $7,958 | $4,693+69.6% | $3,985+99.7% | $6,401+24.3% |
| Admin fee / account holder | $2,464 | $9,132-73.0% | $6,835-63.9% | $11,429-78.4% |