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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 | $77,932 | $87,546-11.0% | $75,784+2.8% | $125,389-37.8% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -2.01% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $6,250 | $3,930+59.0% | $3,323+88.1% | $4,866+28.4% |
| Participant deferral / active EE | $8,252 | $4,230+95.1% | $3,652+126.0% | $5,352+54.2% |
| Admin fee / account holder | $15,578 | $6,503+139.6% | $5,300+193.9% | $9,541+63.3% |