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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 | $110,792 | $82,674+34.0% | $125,381-11.6% | $68,486+61.8% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -9.05% | -5.97%-3.1pp | 572.31%-581.4pp | -7.85%-1.2pp |
| Employer contribution / active EE | $2,783 | $3,382-17.7% | $4,815-42.2% | $2,597+7.2% |
| Participant deferral / active EE | $5,417 | $6,111-11.4% | $7,448-27.3% | $4,028+34.5% |
| Admin fee / account holder | $7,467 | $6,277+19.0% | $10,007-25.4% | $5,404+38.2% |