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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 | $108,064 | $87,016+24.2% | $63,244+70.9% | $125,389-13.8% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.0%+17.8pp | 83.2%+5.7pp |
| Annual return | -1.38% | 21.71%-23.1pp | -70.31%+68.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $5,883 | $3,601+63.4% | $2,322+153.4% | $4,866+20.9% |
| Participant deferral / active EE | $6,061 | $3,939+53.8% | $2,953+105.2% | $5,352+13.3% |
| Admin fee / account holder | $2,409 | $11,954-79.8% | $5,893-59.1% | $9,541-74.8% |