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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 | $103,579 | $95,917+8.0% | $79,583+30.2% | $134,545-23.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -11.16% | -2.70%-8.5pp | 0.16%-11.3pp | 418.37%-429.5pp |
| Employer contribution / active EE | $5,357 | $3,129+71.2% | $2,414+121.9% | $4,742+13.0% |
| Participant deferral / active EE | $2,122 | $4,694-54.8% | $3,986-46.8% | $6,401-66.9% |
| Admin fee / account holder | $2,259 | $9,132-75.3% | $6,835-67.0% | $11,431-80.2% |