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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 | $103,426 | $167,533-38.3% | $151,645-31.8% | $134,545-23.1% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -13.92% | 7.81%-21.7pp | 3.34%-17.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $5,600 | $6,828-18.0% | $6,165-9.2% | $4,742+18.1% |
| Participant deferral / active EE | $12,053 | $8,985+34.1% | $8,363+44.1% | $6,401+88.3% |
| Admin fee / account holder | $729 | $13,781-94.7% | $11,614-93.7% | $11,431-93.6% |