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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 | $123,504 | $105,866+16.7% | $90,766+36.1% | $134,545-8.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -13.94% | -10.99%-2.9pp | -12.16%-1.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $3,385 | $3,464-2.3% | $2,922+15.8% | $4,742-28.6% |
| Participant deferral / active EE | $9,823 | $5,217+88.3% | $4,565+115.2% | $6,401+53.4% |
| Admin fee / account holder | $1,561 | $13,938-88.8% | $8,446-81.5% | $11,431-86.3% |