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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 | $112,292 | $95,915+17.1% | $79,580+41.1% | $134,532-16.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -16.49% | -2.71%-13.8pp | 0.15%-16.6pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,014 | $3,129-35.6% | $2,413-16.5% | $4,741-57.5% |
| Participant deferral / active EE | $3,496 | $4,693-25.5% | $3,985-12.3% | $6,401-45.4% |
| Admin fee / account holder | $3,192 | $9,132-65.0% | $6,835-53.3% | $11,429-72.1% |