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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 | $100,793 | $100,7920% | $86,691+16.3% | $134,509-25.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -13.43% | 29.08%-42.5pp | 35.94%-49.4pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,514 | $3,491-56.6% | $2,837-46.6% | $4,741-68.1% |
| Participant deferral / active EE | $6,266 | $5,339+17.4% | $4,656+34.6% | $6,400-2.1% |
| Admin fee / account holder | $44,578 | $10,924+308.1% | $7,492+495.0% | $11,427+290.1% |