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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 | $89,324 | $84,518+5.7% | $67,704+31.9% | $125,389-28.8% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | -1.76% | 2.57%-4.3pp | 25.41%-27.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,631 | $3,292+10.3% | $2,559+41.9% | $4,866-25.4% |
| Participant deferral / active EE | $13,134 | $4,430+196.5% | $3,585+266.3% | $5,352+145.4% |
| Admin fee / account holder | $1,578 | $5,340-70.4% | $4,255-62.9% | $9,541-83.5% |