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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 | $115,013 | $105,861+8.6% | $90,756+26.7% | $134,509-14.5% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -17.84% | -10.99%-6.8pp | -12.16%-5.7pp | 418.13%-436.0pp |
| Employer contribution / active EE | $6,388 | $3,463+84.4% | $2,922+118.6% | $4,741+34.7% |
| Participant deferral / active EE | $2,515 | $5,217-51.8% | $4,565-44.9% | $6,400-60.7% |
| Admin fee / account holder | $12,744 | $13,938-8.6% | $8,445+50.9% | $11,427+11.5% |