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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 | $146,024 | $69,518+110.1% | $59,883+143.8% | $135,382+7.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -6.88% | 7.95%-14.8pp | 3.46%-10.3pp | 519.77%-526.7pp |
| Employer contribution / active EE | $3,531 | $3,235+9.2% | $2,722+29.7% | $4,779-26.1% |
| Participant deferral / active EE | $9,495 | $4,204+125.8% | $3,402+179.1% | $5,609+69.3% |
| Admin fee / account holder | $16,692 | $5,734+191.1% | $3,591+364.9% | $10,829+54.1% |