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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 | $99,674 | $99,032+0.6% | $80,022+24.6% | $135,380-26.4% |
| Participation rate | 88.2% | 78.4%+9.9pp | 75.8%+12.4pp | 82.6%+5.6pp |
| Annual return | -5.03% | 15.39%-20.4pp | 11.22%-16.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,790 | $3,043+90.3% | $2,468+134.6% | $4,779+21.2% |
| Participant deferral / active EE | $4,654 | $4,282+8.7% | $3,686+26.3% | $5,609-17.0% |
| Admin fee / account holder | $27,121 | $10,436+159.9% | $6,521+315.9% | $10,828+150.5% |