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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 | $104,069 | $97,881+6.3% | $80,004+30.1% | $125,389-17.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 73.0%+18.7pp | 83.2%+8.5pp |
| Annual return | -0.84% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $6,188 | $3,128+97.9% | $2,473+150.3% | $4,866+27.2% |
| Participant deferral / active EE | $3,534 | $3,744-5.6% | $3,204+10.3% | $5,352-34.0% |
| Admin fee / account holder | $10,966 | $6,278+74.7% | $5,033+117.9% | $9,541+14.9% |