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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 | $197,314 | $87,546+125.4% | $75,784+160.4% | $125,389+57.4% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -1.77% | 13.49%-15.3pp | 9.68%-11.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,484 | $3,930-11.4% | $3,323+4.8% | $4,866-28.4% |
| Participant deferral / active EE | $4,518 | $4,230+6.8% | $3,652+23.7% | $5,352-15.6% |
| Admin fee / account holder | $9,912 | $6,503+52.4% | $5,300+87.0% | $9,541+3.9% |