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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 | $108,517 | $83,908+29.3% | $68,509+58.4% | $125,389-13.5% |
| Participation rate | 70.0% | 78.2%-8.2pp | 74.7%-4.7pp | 83.2%-13.2pp |
| Annual return | -3.09% | 14.48%-17.6pp | 8.27%-11.4pp | 282.24%-285.3pp |
| Employer contribution / active EE | $5,379 | $3,031+77.5% | $2,278+136.2% | $4,866+10.5% |
| Participant deferral / active EE | $7,972 | $4,125+93.3% | $3,382+135.7% | $5,352+49.0% |
| Admin fee / account holder | $14,706 | $8,982+63.7% | $5,275+178.8% | $9,541+54.1% |