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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 | $81,746 | $82,288-0.7% | $68,794+18.8% | $134,509-39.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -16.98% | -2.19%-14.8pp | -6.37%-10.6pp | 418.13%-435.1pp |
| Employer contribution / active EE | $3,594 | $3,301+8.9% | $2,656+35.3% | $4,741-24.2% |
| Participant deferral / active EE | $8,258 | $4,738+74.3% | $3,941+109.5% | $6,400+29.0% |
| Admin fee / account holder | $483 | $6,482-92.5% | $4,934-90.2% | $11,427-95.8% |