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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 | $135,363 | $92,219+46.8% | $76,767+76.3% | $135,3800% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -4.19% | 5.46%-9.7pp | 2.43%-6.6pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,687 | $3,216-16.5% | $2,485+8.1% | $4,779-43.8% |
| Participant deferral / active EE | $9,956 | $4,508+120.8% | $3,852+158.5% | $5,609+77.5% |
| Admin fee / account holder | $6,029 | $10,749-43.9% | $6,675-9.7% | $10,828-44.3% |