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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 | $138,737 | $95,917+44.6% | $79,583+74.3% | $134,545+3.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -18.48% | -2.70%-15.8pp | 0.16%-18.6pp | 418.37%-436.8pp |
| Employer contribution / active EE | $7,292 | $3,129+133.0% | $2,414+202.1% | $4,742+53.8% |
| Participant deferral / active EE | $2,653 | $4,694-43.5% | $3,986-33.4% | $6,401-58.6% |
| Admin fee / account holder | $2,733 | $9,132-70.1% | $6,835-60.0% | $11,431-76.1% |