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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 | $98,060 | $82,324+19.1% | $68,803+42.5% | $134,545-27.1% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -16.80% | -2.17%-14.6pp | -6.37%-10.4pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,646 | $3,302-19.9% | $2,656-0.4% | $4,742-44.2% |
| Participant deferral / active EE | $8,616 | $4,740+81.8% | $3,942+118.6% | $6,401+34.6% |
| Admin fee / account holder | $6,283 | $6,485-3.1% | $4,936+27.3% | $11,431-45.0% |