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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 | $137,530 | $95,188+44.5% | $76,518+79.7% | $135,380+1.6% |
| Participation rate | 95.0% | 74.4%+20.6pp | 68.0%+27.0pp | 82.6%+12.4pp |
| Annual return | -4.39% | 4.85%-9.2pp | -0.27%-4.1pp | 519.81%-524.2pp |
| Employer contribution / active EE | $9,255 | $3,303+180.2% | $2,647+249.6% | $4,779+93.7% |
| Participant deferral / active EE | $10,283 | $4,640+121.6% | $3,836+168.1% | $5,609+83.3% |
| Admin fee / account holder | $2,329 | $6,249-62.7% | $4,849-52.0% | $10,828-78.5% |