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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 | $99,508 | $167,533-40.6% | $151,645-34.4% | $134,545-26.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.90% | 7.81%-24.7pp | 3.34%-20.2pp | 418.37%-435.3pp |
| Employer contribution / active EE | $5,794 | $6,828-15.1% | $6,165-6.0% | $4,742+22.2% |
| Participant deferral / active EE | $10,123 | $8,985+12.7% | $8,363+21.0% | $6,401+58.1% |
| Admin fee / account holder | $447 | $13,781-96.8% | $11,614-96.1% | $11,431-96.1% |