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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 | $95,857 | $87,546+9.5% | $75,784+26.5% | $125,389-23.6% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -3.00% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,945 | $3,930-25.1% | $3,323-11.4% | $4,866-39.5% |
| Participant deferral / active EE | $7,809 | $4,230+84.6% | $3,652+113.8% | $5,352+45.9% |
| Admin fee / account holder | $1,301 | $6,503-80.0% | $5,300-75.4% | $9,541-86.4% |