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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 | $124,325 | $95,188+30.6% | $76,518+62.5% | $135,380-8.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -4.61% | 4.85%-9.5pp | -0.27%-4.3pp | 519.81%-524.4pp |
| Employer contribution / active EE | $4,286 | $3,303+29.8% | $2,647+61.9% | $4,779-10.3% |
| Participant deferral / active EE | $9,634 | $4,640+107.6% | $3,836+151.2% | $5,609+71.8% |
| Admin fee / account holder | $64,393 | $6,249+930.4% | $4,849+1228.1% | $10,828+494.7% |