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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 | $87,508 | $87,5460% | $75,784+15.5% | $125,389-30.2% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -0.75% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $7,234 | $3,930+84.1% | $3,323+117.7% | $4,866+48.7% |
| Participant deferral / active EE | $7,228 | $4,230+70.9% | $3,652+97.9% | $5,352+35.1% |
| Admin fee / account holder | $5,729 | $6,503-11.9% | $5,300+8.1% | $9,541-40.0% |