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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 | $112,514 | $95,915+17.3% | $79,580+41.4% | $134,532-16.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -17.08% | -2.71%-14.4pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,683 | $3,129-14.3% | $2,413+11.2% | $4,741-43.4% |
| Participant deferral / active EE | $6,538 | $4,693+39.3% | $3,985+64.1% | $6,401+2.1% |
| Admin fee / account holder | $955 | $9,132-89.5% | $6,835-86.0% | $11,429-91.6% |