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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 | $132,214 | $95,188+38.9% | $76,518+72.8% | $135,380-2.3% |
| Participation rate | 82.4% | 74.4%+8.0pp | 68.0%+14.4pp | 82.6%-0.3pp |
| Annual return | -6.22% | 4.85%-11.1pp | -0.27%-6.0pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,166 | $3,303-4.2% | $2,647+19.6% | $4,779-33.8% |
| Participant deferral / active EE | $5,176 | $4,640+11.6% | $3,836+34.9% | $5,609-7.7% |
| Admin fee / account holder | $9,150 | $6,249+46.4% | $4,849+88.7% | $10,828-15.5% |