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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 | $102,675 | $100,811+1.8% | $86,698+18.4% | $134,545-23.7% |
| Participation rate | 87.0% | 79.0%+8.0pp | 76.6%+10.4pp | 81.2%+5.7pp |
| Annual return | -8.04% | 29.11%-37.1pp | 35.96%-44.0pp | 418.37%-426.4pp |
| Employer contribution / active EE | $3,056 | $3,490-12.4% | $2,837+7.7% | $4,742-35.5% |
| Participant deferral / active EE | $7,456 | $5,339+39.6% | $4,656+60.1% | $6,401+16.5% |
| Admin fee / account holder | $4,613 | $10,926-57.8% | $7,492-38.4% | $11,431-59.6% |