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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 | $104,747 | $92,219+13.6% | $76,768+36.4% | $135,379-22.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -7.84% | 5.46%-13.3pp | 2.43%-10.3pp | 519.79%-527.6pp |
| Employer contribution / active EE | $13,825 | $3,216+329.9% | $2,485+456.3% | $4,779+189.3% |
| Participant deferral / active EE | $8,065 | $4,508+78.9% | $3,852+109.4% | $5,609+43.8% |
| Admin fee / account holder | $375 | $10,749-96.5% | $6,675-94.4% | $10,828-96.5% |