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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 | $126,316 | $99,032+27.6% | $80,022+57.9% | $135,382-6.7% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | -6.90% | 15.39%-22.3pp | 11.22%-18.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $1,974 | $3,043-35.1% | $2,468-20.0% | $4,779-58.7% |
| Participant deferral / active EE | $6,756 | $4,282+57.8% | $3,686+83.3% | $5,609+20.4% |
| Admin fee / account holder | $6,403 | $10,436-38.6% | $6,521-1.8% | $10,829-40.9% |