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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 | $126,722 | $99,032+28.0% | $80,022+58.4% | $135,382-6.4% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -3.68% | 15.39%-19.1pp | 11.22%-14.9pp | 519.77%-523.4pp |
| Employer contribution / active EE | $1,577 | $3,043-48.2% | $2,468-36.1% | $4,779-67.0% |
| Participant deferral / active EE | $5,445 | $4,282+27.1% | $3,686+47.7% | $5,609-2.9% |
| Admin fee / account holder | $318 | $10,436-96.9% | $6,521-95.1% | $10,829-97.1% |