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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 | $129,128 | $105,866+22.0% | $90,766+42.3% | $134,545-4.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.94% | -10.99%-8.0pp | -12.16%-6.8pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,756 | $3,464+8.4% | $2,922+28.5% | $4,742-20.8% |
| Participant deferral / active EE | $8,441 | $5,217+61.8% | $4,565+84.9% | $6,401+31.9% |
| Admin fee / account holder | $9,883 | $13,938-29.1% | $8,446+17.0% | $11,431-13.5% |