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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 | $88,932 | $87,546+1.6% | $75,784+17.3% | $125,389-29.1% |
| Participation rate | 95.7% | 80.2%+15.5pp | 75.8%+19.8pp | 83.2%+12.5pp |
| Annual return | -1.02% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,684 | $3,930-31.7% | $3,323-19.2% | $4,866-44.8% |
| Participant deferral / active EE | $4,109 | $4,230-2.8% | $3,652+12.5% | $5,352-23.2% |
| Admin fee / account holder | $14,369 | $6,503+121.0% | $5,300+171.1% | $9,541+50.6% |