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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 | $108,893 | $105,866+2.9% | $90,766+20.0% | $134,545-19.1% |
| Participation rate | 95.5% | 78.3%+17.2pp | 75.7%+19.8pp | 81.2%+14.2pp |
| Annual return | -17.12% | -10.99%-6.1pp | -12.16%-5.0pp | 418.37%-435.5pp |
| Employer contribution / active EE | $10,917 | $3,464+215.2% | $2,922+273.6% | $4,742+130.2% |
| Participant deferral / active EE | $8,394 | $5,217+60.9% | $4,565+83.9% | $6,401+31.1% |
| Admin fee / account holder | $6,565 | $13,938-52.9% | $8,446-22.3% | $11,431-42.6% |