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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 | $125,304 | $92,219+35.9% | $76,768+63.2% | $135,379-7.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.32% | 5.46%-11.8pp | 2.43%-8.7pp | 519.79%-526.1pp |
| Employer contribution / active EE | $3,015 | $3,216-6.3% | $2,485+21.3% | $4,779-36.9% |
| Participant deferral / active EE | $4,690 | $4,508+4.0% | $3,852+21.8% | $5,609-16.4% |
| Admin fee / account holder | $12,136 | $10,749+12.9% | $6,675+81.8% | $10,828+12.1% |