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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 | $98,554 | $100,805-2.2% | $86,698+13.7% | $134,532-26.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -8.52% | 29.09%-37.6pp | 35.95%-44.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $3,470 | $3,490-0.6% | $2,837+22.3% | $4,741-26.8% |
| Participant deferral / active EE | $6,206 | $5,339+16.2% | $4,656+33.3% | $6,401-3.0% |
| Admin fee / account holder | $11,598 | $10,925+6.2% | $7,493+54.8% | $11,429+1.5% |