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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 | $106,890 | $82,324+29.8% | $68,803+55.4% | $134,545-20.6% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.0%+17.6pp | 81.2%+5.4pp |
| Annual return | -14.35% | -2.17%-12.2pp | -6.37%-8.0pp | 418.37%-432.7pp |
| Employer contribution / active EE | $1,923 | $3,302-41.8% | $2,656-27.6% | $4,742-59.5% |
| Participant deferral / active EE | $4,263 | $4,740-10.1% | $3,942+8.2% | $6,401-33.4% |
| Admin fee / account holder | $2,245 | $6,485-65.4% | $4,936-54.5% | $11,431-80.4% |