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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 | $132,958 | $99,032+34.3% | $80,022+66.2% | $135,380-1.8% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -4.16% | 15.39%-19.6pp | 11.22%-15.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $7,215 | $3,043+137.1% | $2,468+192.3% | $4,779+51.0% |
| Participant deferral / active EE | $5,699 | $4,282+33.1% | $3,686+54.6% | $5,609+1.6% |
| Admin fee / account holder | $1,188 | $10,436-88.6% | $6,521-81.8% | $10,828-89.0% |