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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 | $120,499 | $95,895+25.7% | $79,576+51.4% | $134,509-10.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -15.48% | -2.72%-12.8pp | 0.15%-15.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $9,812 | $3,128+213.6% | $2,413+306.6% | $4,741+107.0% |
| Participant deferral / active EE | $6,306 | $4,693+34.4% | $3,985+58.2% | $6,400-1.5% |
| Admin fee / account holder | $4,884 | $9,129-46.5% | $6,834-28.5% | $11,427-57.3% |