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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 | $120,883 | $105,867+14.2% | $90,760+33.2% | $134,532-10.1% |
| Participation rate | 81.8% | 78.3%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -17.38% | -10.99%-6.4pp | -12.16%-5.2pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,263 | $3,464+23.1% | $2,922+45.9% | $4,741-10.1% |
| Participant deferral / active EE | $12,593 | $5,217+141.4% | $4,565+175.9% | $6,401+96.7% |
| Admin fee / account holder | $915 | $13,936-93.4% | $8,444-89.2% | $11,429-92.0% |