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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 | $98,432 | $94,529+4.1% | $140,019-29.7% | $64,173+53.4% |
| Participation rate | 89.7% | 84.1%+5.7pp | 87.5%+2.2pp | 69.6%+20.2pp |
| Annual return | -4.50% | 7.77%-12.3pp | 651.17%-655.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $8,347 | $3,812+119.0% | $5,605+48.9% | $2,381+250.6% |
| Participant deferral / active EE | $10,021 | $5,250+90.9% | $6,927+44.7% | $3,470+188.8% |
| Admin fee / account holder | $12,601 | $6,741+86.9% | $10,705+17.7% | $4,887+157.8% |