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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 | $77,210 | $92,219-16.3% | $76,768+0.6% | $135,379-43.0% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,882 | $3,216-10.4% | $2,485+16.0% | $4,779-39.7% |
| Participant deferral / active EE | $4,853 | $4,508+7.6% | $3,852+26.0% | $5,609-13.5% |
| Admin fee / account holder | $26,524 | $10,749+146.8% | $6,675+297.3% | $10,828+145.0% |