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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 | $121,611 | $95,917+26.8% | $79,583+52.8% | $134,545-9.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -13.18% | -2.70%-10.5pp | 0.16%-13.3pp | 418.37%-431.5pp |
| Employer contribution / active EE | $3,268 | $3,129+4.4% | $2,414+35.4% | $4,742-31.1% |
| Participant deferral / active EE | $7,978 | $4,694+70.0% | $3,986+100.2% | $6,401+24.6% |
| Admin fee / account holder | $6,061 | $9,132-33.6% | $6,835-11.3% | $11,431-47.0% |