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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 | $105,213 | $105,861-0.6% | $90,756+15.9% | $134,509-21.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.59% | -10.99%-7.6pp | -12.16%-6.4pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,996 | $3,463-13.5% | $2,922+2.5% | $4,741-36.8% |
| Participant deferral / active EE | $5,644 | $5,217+8.2% | $4,565+23.6% | $6,400-11.8% |
| Admin fee / account holder | $1,241 | $13,938-91.1% | $8,445-85.3% | $11,427-89.1% |