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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 | $95,506 | $167,504-43.0% | $151,628-37.0% | $134,509-29.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -17.50% | 7.81%-25.3pp | 3.34%-20.8pp | 418.13%-435.6pp |
| Employer contribution / active EE | $12,723 | $6,828+86.3% | $6,165+106.4% | $4,741+168.4% |
| Participant deferral / active EE | $6,597 | $8,985-26.6% | $8,363-21.1% | $6,400+3.1% |
| Admin fee / account holder | $5,366 | $13,779-61.1% | $11,613-53.8% | $11,427-53.0% |