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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 | $106,634 | $95,917+11.2% | $79,583+34.0% | $134,545-20.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -15.17% | -2.70%-12.5pp | 0.16%-15.3pp | 418.37%-433.5pp |
| Employer contribution / active EE | $3,341 | $3,129+6.8% | $2,414+38.4% | $4,742-29.5% |
| Participant deferral / active EE | $7,041 | $4,694+50.0% | $3,986+76.7% | $6,401+10.0% |
| Admin fee / account holder | $3,024 | $9,132-66.9% | $6,835-55.8% | $11,431-73.5% |