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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 | $133,844 | $99,032+35.2% | $80,022+67.3% | $135,379-1.1% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -8.35% | 15.39%-23.7pp | 11.22%-19.6pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,835 | $3,043-6.8% | $2,468+14.9% | $4,779-40.7% |
| Participant deferral / active EE | $5,011 | $4,282+17.0% | $3,686+36.0% | $5,609-10.7% |
| Admin fee / account holder | $363 | $10,436-96.5% | $6,521-94.4% | $10,828-96.7% |