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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 | $127,373 | $87,542+45.5% | $75,782+68.1% | $125,393+1.6% |
| Participation rate | 78.6% | 80.2%-1.6pp | 75.8%+2.8pp | 83.2%-4.6pp |
| Annual return | -2.59% | 13.48%-16.1pp | 9.68%-12.3pp | 282.23%-284.8pp |
| Employer contribution / active EE | $8,616 | $3,930+119.2% | $3,323+159.3% | $4,866+77.1% |
| Participant deferral / active EE | $4,251 | $4,229+0.5% | $3,652+16.4% | $5,351-20.6% |
| Admin fee / account holder | $35,265 | $6,502+442.4% | $5,300+565.4% | $9,541+269.6% |