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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 | $114,143 | $92,219+23.8% | $76,767+48.7% | $135,380-15.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -3.28% | 5.46%-8.7pp | 2.43%-5.7pp | 519.81%-523.1pp |
| Employer contribution / active EE | $3,255 | $3,216+1.2% | $2,485+31.0% | $4,779-31.9% |
| Participant deferral / active EE | $5,106 | $4,508+13.2% | $3,852+32.6% | $5,609-9.0% |
| Admin fee / account holder | $26,096 | $10,749+142.8% | $6,675+290.9% | $10,828+141.0% |