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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 | $142,973 | $92,219+55.0% | $76,767+86.2% | $135,380+5.6% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -4.94% | 5.46%-10.4pp | 2.43%-7.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,355 | $3,216-26.8% | $2,485-5.2% | $4,779-50.7% |
| Participant deferral / active EE | $7,006 | $4,508+55.4% | $3,852+81.9% | $5,609+24.9% |
| Admin fee / account holder | $2,606 | $10,749-75.8% | $6,675-61.0% | $10,828-75.9% |