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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 | $120,538 | $92,219+30.7% | $76,767+57.0% | $135,380-11.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -7.05% | 5.46%-12.5pp | 2.43%-9.5pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,913 | $3,216-9.4% | $2,485+17.2% | $4,779-39.0% |
| Participant deferral / active EE | $6,336 | $4,508+40.5% | $3,852+64.5% | $5,609+13.0% |
| Admin fee / account holder | $22,240 | $10,749+106.9% | $6,675+233.2% | $10,828+105.4% |