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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 | $122,846 | $87,546+40.3% | $75,784+62.1% | $125,389-2.0% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -3.40% | 13.49%-16.9pp | 9.68%-13.1pp | 282.24%-285.6pp |
| Employer contribution / active EE | $7,008 | $3,930+78.3% | $3,323+110.9% | $4,866+44.0% |
| Participant deferral / active EE | $5,618 | $4,230+32.8% | $3,652+53.8% | $5,352+5.0% |
| Admin fee / account holder | $5,454 | $6,503-16.1% | $5,300+2.9% | $9,541-42.8% |