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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 | $106,643 | $105,866+0.7% | $90,766+17.5% | $134,545-20.7% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -17.25% | -10.99%-6.3pp | -12.16%-5.1pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,021 | $3,464-70.5% | $2,922-65.1% | $4,742-78.5% |
| Participant deferral / active EE | $3,768 | $5,217-27.8% | $4,565-17.5% | $6,401-41.1% |
| Admin fee / account holder | $4,531 | $13,938-67.5% | $8,446-46.4% | $11,431-60.4% |