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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 | $113,953 | $97,020+17.5% | $83,322+36.8% | $135,379-15.8% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.6pp | 82.6%+9.7pp |
| Annual return | -5.04% | 12.31%-17.4pp | 10.64%-15.7pp | 519.79%-524.8pp |
| Employer contribution / active EE | $3,932 | $4,144-5.1% | $3,379+16.4% | $4,779-17.7% |
| Participant deferral / active EE | $11,536 | $5,964+93.4% | $5,565+107.3% | $5,609+105.7% |
| Admin fee / account holder | $15,696 | $8,426+86.3% | $7,540+108.2% | $10,828+45.0% |