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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 | $78,252 | $97,027-19.4% | $83,323-6.1% | $135,382-42.2% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -9.39% | 12.31%-21.7pp | 10.63%-20.0pp | 519.77%-529.2pp |
| Employer contribution / active EE | $12,630 | $4,143+204.9% | $3,379+273.8% | $4,779+164.3% |
| Participant deferral / active EE | $6,882 | $5,964+15.4% | $5,565+23.7% | $5,609+22.7% |
| Admin fee / account holder | $652 | $8,427-92.3% | $7,539-91.4% | $10,829-94.0% |