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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 | $116,931 | $105,866+10.5% | $90,766+28.8% | $134,545-13.1% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -16.90% | -10.99%-5.9pp | -12.16%-4.7pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,466 | $3,464-28.8% | $2,922-15.6% | $4,742-48.0% |
| Participant deferral / active EE | $8,253 | $5,217+58.2% | $4,565+80.8% | $6,401+28.9% |
| Admin fee / account holder | $922 | $13,938-93.4% | $8,446-89.1% | $11,431-91.9% |