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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 | $119,255 | $75,935+57.0% | $60,547+97.0% | $125,389-4.9% |
| Participation rate | 82.4% | 76.5%+5.8pp | 68.0%+14.4pp | 83.2%-0.8pp |
| Annual return | 0.10% | -5.38%+5.5pp | 335.64%-335.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,987 | $3,438-13.1% | $2,419+23.5% | $4,866-38.6% |
| Participant deferral / active EE | $8,683 | $4,506+92.7% | $3,328+160.9% | $5,352+62.2% |
| Admin fee / account holder | $6,584 | $6,768-2.7% | $4,536+45.1% | $9,541-31.0% |