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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 | $150,415 | $87,546+71.8% | $75,784+98.5% | $125,389+20.0% |
| Participation rate | 95.2% | 80.2%+15.1pp | 75.8%+19.4pp | 83.2%+12.0pp |
| Annual return | -0.52% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $5,375 | $3,930+36.8% | $3,323+61.7% | $4,866+10.5% |
| Participant deferral / active EE | $8,609 | $4,230+103.5% | $3,652+135.8% | $5,352+60.9% |
| Admin fee / account holder | $3,884 | $6,503-40.3% | $5,300-26.7% | $9,541-59.3% |