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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 | $98,657 | $92,219+7.0% | $76,767+28.5% | $135,380-27.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -7.77% | 5.46%-13.2pp | 2.43%-10.2pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,313 | $3,216-59.2% | $2,485-47.2% | $4,779-72.5% |
| Participant deferral / active EE | $1,426 | $4,508-68.4% | $3,852-63.0% | $5,609-74.6% |
| Admin fee / account holder | $5,389 | $10,749-49.9% | $6,675-19.3% | $10,828-50.2% |