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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 | $83,303 | $82,288+1.2% | $68,794+21.1% | $134,509-38.1% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -13.19% | -2.19%-11.0pp | -6.37%-6.8pp | 418.13%-431.3pp |
| Employer contribution / active EE | $3,136 | $3,301-5.0% | $2,656+18.1% | $4,741-33.8% |
| Participant deferral / active EE | $9,547 | $4,738+101.5% | $3,941+142.2% | $6,400+49.2% |
| Admin fee / account holder | $3,508 | $6,482-45.9% | $4,934-28.9% | $11,427-69.3% |