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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 | $113,733 | $99,032+14.8% | $80,022+42.1% | $135,382-16.0% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -7.10% | 15.39%-22.5pp | 11.22%-18.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $5,186 | $3,043+70.4% | $2,468+110.1% | $4,779+8.5% |
| Participant deferral / active EE | $8,934 | $4,282+108.6% | $3,686+142.4% | $5,609+59.3% |
| Admin fee / account holder | $6,683 | $10,436-36.0% | $6,521+2.5% | $10,829-38.3% |