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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 | $80,625 | $75,935+6.2% | $60,547+33.2% | $125,389-35.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | -0.71% | -5.38%+4.7pp | 335.64%-336.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,900 | $3,438-15.6% | $2,419+19.9% | $4,866-40.4% |
| Participant deferral / active EE | $6,490 | $4,506+44.0% | $3,328+95.0% | $5,352+21.3% |
| Admin fee / account holder | $470 | $6,768-93.1% | $4,536-89.6% | $9,541-95.1% |