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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 | $102,647 | $113,941-9.9% | $94,229+8.9% | $125,389-18.1% |
| Participation rate | 78.9% | 82.9%-3.9pp | 78.8%+0.2pp | 83.2%-4.2pp |
| Annual return | -1.99% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $14,335 | $4,727+203.2% | $3,587+299.6% | $4,866+194.6% |
| Participant deferral / active EE | $8,538 | $5,179+64.9% | $4,320+97.6% | $5,352+59.5% |
| Admin fee / account holder | $9,693 | $8,392+15.5% | $6,269+54.6% | $9,541+1.6% |