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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 | $134,813 | $105,867+27.3% | $90,760+48.5% | $134,532+0.2% |
| Participation rate | 84.6% | 78.3%+6.4pp | 75.7%+8.9pp | 81.2%+3.4pp |
| Annual return | -17.91% | -10.99%-6.9pp | -12.16%-5.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,919 | $3,464-44.6% | $2,922-34.3% | $4,741-59.5% |
| Participant deferral / active EE | $2,550 | $5,217-51.1% | $4,565-44.1% | $6,401-60.2% |
| Admin fee / account holder | $1,704 | $13,936-87.8% | $8,444-79.8% | $11,429-85.1% |