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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 | $93,755 | $93,124+0.7% | $77,100+21.6% | $134,545-30.3% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -18.70% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $9,442 | $3,421+176.0% | $2,815+235.4% | $4,742+99.1% |
| Participant deferral / active EE | $3,871 | $5,242-26.1% | $4,430-12.6% | $6,401-39.5% |
| Admin fee / account holder | $1,350 | $6,970-80.6% | $5,443-75.2% | $11,431-88.2% |