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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 | $111,356 | $92,219+20.8% | $76,768+45.1% | $135,379-17.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -6.44% | 5.46%-11.9pp | 2.43%-8.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $2,872 | $3,216-10.7% | $2,485+15.6% | $4,779-39.9% |
| Participant deferral / active EE | $7,521 | $4,508+66.8% | $3,852+95.3% | $5,609+34.1% |
| Admin fee / account holder | $3,281 | $10,749-69.5% | $6,675-50.8% | $10,828-69.7% |