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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 | $115,464 | $97,020+19.0% | $83,322+38.6% | $135,379-14.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -4.91% | 12.31%-17.2pp | 10.64%-15.6pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,273 | $4,144-45.1% | $3,379-32.7% | $4,779-52.4% |
| Participant deferral / active EE | $7,369 | $5,964+23.6% | $5,565+32.4% | $5,609+31.4% |
| Admin fee / account holder | $7,281 | $8,426-13.6% | $7,540-3.4% | $10,828-32.8% |