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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 | $232,100 | $95,917+142.0% | $79,583+191.6% | $134,545+72.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -14.94% | -2.70%-12.2pp | 0.16%-15.1pp | 418.37%-433.3pp |
| Employer contribution / active EE | $3,692 | $3,129+18.0% | $2,414+53.0% | $4,742-22.1% |
| Participant deferral / active EE | $9,195 | $4,694+95.9% | $3,986+130.7% | $6,401+43.6% |
| Admin fee / account holder | $1,137 | $9,132-87.6% | $6,835-83.4% | $11,431-90.1% |