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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 | $98,545 | $95,915+2.7% | $79,580+23.8% | $134,532-26.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -17.04% | -2.71%-14.3pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,569 | $3,129-49.8% | $2,413-35.0% | $4,741-66.9% |
| Participant deferral / active EE | $2,759 | $4,693-41.2% | $3,985-30.8% | $6,401-56.9% |
| Admin fee / account holder | $2,990 | $9,132-67.3% | $6,835-56.3% | $11,429-73.8% |