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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 | $144,464 | $105,866+36.5% | $90,766+59.2% | $134,545+7.4% |
| Participation rate | 95.0% | 78.3%+16.7pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | -18.40% | -10.99%-7.4pp | -12.16%-6.2pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,103 | $3,464-10.4% | $2,922+6.2% | $4,742-34.6% |
| Participant deferral / active EE | $8,093 | $5,217+55.1% | $4,565+77.3% | $6,401+26.4% |
| Admin fee / account holder | $11,202 | $13,938-19.6% | $8,446+32.6% | $11,431-2.0% |