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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 | $102,483 | $140,578-27.1% | $100,671+1.8% | $125,389-18.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -0.31% | 24.67%-25.0pp | 20.43%-20.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $5,027 | $5,965-15.7% | $4,012+25.3% | $4,866+3.3% |
| Participant deferral / active EE | $6,177 | $3,981+55.1% | $3,144+96.5% | $5,352+15.4% |
| Admin fee / account holder | $12,976 | $6,716+93.2% | $4,850+167.6% | $9,541+36.0% |