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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 | $91,976 | $82,314+11.7% | $68,808+33.7% | $134,532-31.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -11.97% | -2.18%-9.8pp | -6.37%-5.6pp | 418.27%-430.2pp |
| Employer contribution / active EE | $3,620 | $3,301+9.7% | $2,656+36.3% | $4,741-23.6% |
| Participant deferral / active EE | $2,455 | $4,740-48.2% | $3,942-37.7% | $6,401-61.7% |
| Admin fee / account holder | $1,613 | $6,484-75.1% | $4,936-67.3% | $11,429-85.9% |