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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 | $102,072 | $167,352-39.0% | $143,788-29.0% | $134,509-24.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.80% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,025 | $5,620-46.2% | $4,952-38.9% | $4,741-36.2% |
| Participant deferral / active EE | $8,489 | $6,447+31.7% | $5,638+50.6% | $6,400+32.6% |
| Admin fee / account holder | $2,814 | $18,091-84.4% | $14,675-80.8% | $11,427-75.4% |