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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 | $78,342 | $92,219-15.0% | $76,767+2.1% | $135,380-42.1% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -7.32% | 5.46%-12.8pp | 2.43%-9.7pp | 519.81%-527.1pp |
| Employer contribution / active EE | $5,099 | $3,216+58.6% | $2,485+105.2% | $4,779+6.7% |
| Participant deferral / active EE | $6,764 | $4,508+50.0% | $3,852+75.6% | $5,609+20.6% |
| Admin fee / account holder | $14,285 | $10,749+32.9% | $6,675+114.0% | $10,828+31.9% |