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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 | $118,990 | $95,188+25.0% | $76,518+55.5% | $135,380-12.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -5.81% | 4.85%-10.7pp | -0.27%-5.5pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,238 | $3,303-2.0% | $2,647+22.3% | $4,779-32.3% |
| Participant deferral / active EE | $11,983 | $4,640+158.3% | $3,836+212.4% | $5,609+113.6% |
| Admin fee / account holder | $382 | $6,249-93.9% | $4,849-92.1% | $10,828-96.5% |