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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 | $110,464 | $99,032+11.5% | $80,022+38.0% | $135,379-18.4% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -3.30% | 15.39%-18.7pp | 11.22%-14.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $7,319 | $3,043+140.5% | $2,468+196.5% | $4,779+53.1% |
| Participant deferral / active EE | $2,674 | $4,282-37.6% | $3,686-27.5% | $5,609-52.3% |
| Admin fee / account holder | $8,969 | $10,436-14.1% | $6,521+37.5% | $10,828-17.2% |