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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 | $82,784 | $92,219-10.2% | $76,767+7.8% | $135,380-38.9% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -5.79% | 5.46%-11.2pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,800 | $3,216+18.2% | $2,485+52.9% | $4,779-20.5% |
| Participant deferral / active EE | $8,652 | $4,508+91.9% | $3,852+124.6% | $5,609+54.3% |
| Admin fee / account holder | $15,424 | $10,749+43.5% | $6,675+131.1% | $10,828+42.4% |