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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 | $125,480 | $90,590+38.5% | $90,782+38.2% | $135,380-7.3% |
| Participation rate | 88.9% | 83.7%+5.1pp | 82.7%+6.2pp | 82.6%+6.2pp |
| Annual return | -4.62% | -3.40%-1.2pp | -3.42%-1.2pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,080 | $4,352-29.2% | $4,105-25.0% | $4,779-35.5% |
| Participant deferral / active EE | $9,048 | $5,407+67.4% | $5,366+68.6% | $5,609+61.3% |
| Admin fee / account holder | $16,259 | $7,683+111.6% | $5,908+175.2% | $10,828+50.2% |