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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 | $119,613 | $95,917+24.7% | $79,583+50.3% | $134,545-11.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -9.76% | -2.70%-7.1pp | 0.16%-9.9pp | 418.37%-428.1pp |
| Employer contribution / active EE | $3,265 | $3,129+4.3% | $2,414+35.3% | $4,742-31.1% |
| Participant deferral / active EE | $4,963 | $4,694+5.7% | $3,986+24.5% | $6,401-22.5% |
| Admin fee / account holder | $840 | $9,132-90.8% | $6,835-87.7% | $11,431-92.6% |