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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 | $120,310 | $95,915+25.4% | $79,580+51.2% | $134,532-10.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -19.59% | -2.71%-16.9pp | 0.15%-19.7pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,466 | $3,129-21.2% | $2,413+2.2% | $4,741-48.0% |
| Participant deferral / active EE | $3,396 | $4,693-27.6% | $3,985-14.8% | $6,401-46.9% |
| Admin fee / account holder | $1,462 | $9,132-84.0% | $6,835-78.6% | $11,429-87.2% |