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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 | $97,891 | $105,867-7.5% | $90,760+7.9% | $134,532-27.2% |
| Participation rate | 82.4% | 78.3%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -15.36% | -10.99%-4.4pp | -12.16%-3.2pp | 418.27%-433.6pp |
| Employer contribution / active EE | $6,443 | $3,464+86.0% | $2,922+120.5% | $4,741+35.9% |
| Participant deferral / active EE | $9,039 | $5,217+73.3% | $4,565+98.0% | $6,401+41.2% |
| Admin fee / account holder | $20,796 | $13,936+49.2% | $8,444+146.3% | $11,429+82.0% |