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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 | $108,059 | $99,032+9.1% | $80,022+35.0% | $135,380-20.2% |
| Participation rate | 94.7% | 78.4%+16.4pp | 75.8%+18.9pp | 82.6%+12.1pp |
| Annual return | -8.18% | 15.39%-23.6pp | 11.22%-19.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $7,522 | $3,043+147.2% | $2,468+204.8% | $4,779+57.4% |
| Participant deferral / active EE | $6,941 | $4,282+62.1% | $3,686+88.3% | $5,609+23.8% |
| Admin fee / account holder | $1,333 | $10,436-87.2% | $6,521-79.6% | $10,828-87.7% |