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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 | $122,297 | $105,866+15.5% | $90,766+34.7% | $134,545-9.1% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -13.78% | -10.99%-2.8pp | -12.16%-1.6pp | 418.37%-432.1pp |
| Employer contribution / active EE | $3,118 | $3,464-10.0% | $2,922+6.7% | $4,742-34.2% |
| Participant deferral / active EE | $8,019 | $5,217+53.7% | $4,565+75.7% | $6,401+25.3% |
| Admin fee / account holder | $643 | $13,938-95.4% | $8,446-92.4% | $11,431-94.4% |