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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 | $103,064 | $100,811+2.2% | $86,698+18.9% | $134,545-23.4% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -19.90% | 29.11%-49.0pp | 35.96%-55.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $3,922 | $3,490+12.4% | $2,837+38.3% | $4,742-17.3% |
| Participant deferral / active EE | $6,376 | $5,339+19.4% | $4,656+36.9% | $6,401-0.4% |
| Admin fee / account holder | $633 | $10,926-94.2% | $7,492-91.6% | $11,431-94.5% |