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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 | $120,700 | $105,867+14.0% | $90,760+33.0% | $134,532-10.3% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -14.68% | -10.99%-3.7pp | -12.16%-2.5pp | 418.27%-432.9pp |
| Employer contribution / active EE | $19,170 | $3,464+453.5% | $2,922+556.2% | $4,741+304.3% |
| Participant deferral / active EE | $7,974 | $5,217+52.8% | $4,565+74.7% | $6,401+24.6% |
| Admin fee / account holder | $3,447 | $13,936-75.3% | $8,444-59.2% | $11,429-69.8% |