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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 | $108,998 | $90,448+20.5% | $93,786+16.2% | $134,545-19.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 81.0%+10.7pp | 81.2%+10.4pp |
| Annual return | -16.61% | -15.71%-0.9pp | -11.32%-5.3pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,268 | $4,349-24.8% | $4,328-24.5% | $4,742-31.1% |
| Participant deferral / active EE | $8,325 | $5,983+39.2% | $6,100+36.5% | $6,401+30.1% |
| Admin fee / account holder | $752 | $9,232-91.9% | $7,184-89.5% | $11,431-93.4% |