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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 | $122,786 | $99,032+24.0% | $80,022+53.4% | $135,379-9.3% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -8.47% | 15.39%-23.9pp | 11.22%-19.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $2,112 | $3,043-30.6% | $2,468-14.4% | $4,779-55.8% |
| Participant deferral / active EE | $4,317 | $4,282+0.8% | $3,686+17.1% | $5,609-23.0% |
| Admin fee / account holder | $701 | $10,436-93.3% | $6,521-89.3% | $10,828-93.5% |