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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 | $134,976 | $97,881+37.9% | $80,004+68.7% | $125,389+7.6% |
| Participation rate | 81.0% | 77.9%+3.1pp | 73.0%+7.9pp | 83.2%-2.2pp |
| Annual return | -0.34% | 9.36%-9.7pp | 7.63%-8.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,353 | $3,128-56.7% | $2,473-45.3% | $4,866-72.2% |
| Participant deferral / active EE | $3,475 | $3,744-7.2% | $3,204+8.5% | $5,352-35.1% |
| Admin fee / account holder | $6,635 | $6,278+5.7% | $5,033+31.8% | $9,541-30.5% |