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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 | $103,588 | $99,032+4.6% | $80,022+29.4% | $135,380-23.5% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -3.50% | 15.39%-18.9pp | 11.22%-14.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,852 | $3,043-6.3% | $2,468+15.6% | $4,779-40.3% |
| Participant deferral / active EE | $3,308 | $4,282-22.8% | $3,686-10.3% | $5,609-41.0% |
| Admin fee / account holder | $34,348 | $10,436+229.1% | $6,521+426.7% | $10,828+217.2% |