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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 | $100,362 | $72,404+38.6% | $110,241-9.0% | $64,181+56.4% |
| Participation rate | 89.5% | 73.3%+16.2pp | 79.8%+9.7pp | 69.6%+20.0pp |
| Annual return | -4.98% | -6.29%+1.3pp | 314.75%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,989 | $2,282+74.8% | $3,827+4.2% | $2,381+67.6% |
| Participant deferral / active EE | $8,096 | $3,469+133.4% | $4,672+73.3% | $3,470+133.3% |
| Admin fee / account holder | $1,091 | $5,664-80.7% | $8,548-87.2% | $4,887-77.7% |