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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 | $109,105 | $83,908+30.0% | $68,509+59.3% | $125,389-13.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | -0.29% | 14.48%-14.8pp | 8.27%-8.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $5,240 | $3,031+72.9% | $2,278+130.1% | $4,866+7.7% |
| Participant deferral / active EE | $3,760 | $4,125-8.8% | $3,382+11.2% | $5,352-29.7% |
| Admin fee / account holder | $29,615 | $8,982+229.7% | $5,275+461.5% | $9,541+210.4% |