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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 | $108,482 | $167,522-35.2% | $151,639-28.5% | $134,532-19.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -18.47% | 7.81%-26.3pp | 3.34%-21.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $4,286 | $6,828-37.2% | $6,165-30.5% | $4,741-9.6% |
| Participant deferral / active EE | $8,041 | $8,986-10.5% | $8,363-3.9% | $6,401+25.6% |
| Admin fee / account holder | $2,338 | $13,780-83.0% | $11,613-79.9% | $11,429-79.5% |