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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 | $96,355 | $82,314+17.1% | $68,808+40.0% | $134,532-28.4% |
| Participation rate | 90.9% | 75.1%+15.9pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -13.69% | -2.18%-11.5pp | -6.37%-7.3pp | 418.27%-432.0pp |
| Employer contribution / active EE | $5,754 | $3,301+74.3% | $2,656+116.7% | $4,741+21.4% |
| Participant deferral / active EE | $3,031 | $4,740-36.1% | $3,942-23.1% | $6,401-52.7% |
| Admin fee / account holder | $6,487 | $6,4840% | $4,936+31.4% | $11,429-43.2% |