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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 | $117,785 | $97,020+21.4% | $83,322+41.4% | $135,379-13.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.08% | 12.31%-16.4pp | 10.64%-14.7pp | 519.79%-523.9pp |
| Employer contribution / active EE | $6,939 | $4,144+67.5% | $3,379+105.4% | $4,779+45.2% |
| Participant deferral / active EE | $5,453 | $5,964-8.6% | $5,565-2.0% | $5,609-2.8% |
| Admin fee / account holder | $7,890 | $8,426-6.4% | $7,540+4.6% | $10,828-27.1% |