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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 | $111,783 | $92,219+21.2% | $76,768+45.6% | $135,379-17.4% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $2,130 | $3,216-33.8% | $2,485-14.3% | $4,779-55.4% |
| Participant deferral / active EE | $3,805 | $4,508-15.6% | $3,852-1.2% | $5,609-32.2% |
| Admin fee / account holder | $5,076 | $10,749-52.8% | $6,675-24.0% | $10,828-53.1% |