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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 | $92,728 | $95,917-3.3% | $79,583+16.5% | $134,545-31.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -14.24% | -2.70%-11.5pp | 0.16%-14.4pp | 418.37%-432.6pp |
| Employer contribution / active EE | $5,977 | $3,129+91.0% | $2,414+147.6% | $4,742+26.1% |
| Participant deferral / active EE | $5,717 | $4,694+21.8% | $3,986+43.4% | $6,401-10.7% |
| Admin fee / account holder | $1,312 | $9,132-85.6% | $6,835-80.8% | $11,431-88.5% |