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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 | $128,821 | $92,219+39.7% | $76,767+67.8% | $135,380-4.8% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -5.35% | 5.46%-10.8pp | 2.43%-7.8pp | 519.81%-525.2pp |
| Employer contribution / active EE | $4,348 | $3,216+35.2% | $2,485+74.9% | $4,779-9.0% |
| Participant deferral / active EE | $1,813 | $4,508-59.8% | $3,852-52.9% | $5,609-67.7% |
| Admin fee / account holder | $4,422 | $10,749-58.9% | $6,675-33.8% | $10,828-59.2% |