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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 | $99,457 | $94,529+5.2% | $140,019-29.0% | $64,173+55.0% |
| Participation rate | 97.5% | 84.1%+13.4pp | 87.5%+10.0pp | 69.6%+27.9pp |
| Annual return | -5.85% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,100 | $3,812+112.5% | $5,605+44.5% | $2,381+240.2% |
| Participant deferral / active EE | $3,680 | $5,250-29.9% | $6,927-46.9% | $3,470+6.1% |
| Admin fee / account holder | $1,337 | $6,741-80.2% | $10,705-87.5% | $4,887-72.6% |