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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 | $91,832 | $72,404+26.8% | $110,243-16.7% | $64,173+43.1% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.1pp |
| Annual return | -1.38% | -6.29%+4.9pp | 314.76%-316.1pp | 7.63%-9.0pp |
| Employer contribution / active EE | $827 | $2,282-63.8% | $3,827-78.4% | $2,381-65.3% |
| Participant deferral / active EE | $5,246 | $3,469+51.2% | $4,672+12.3% | $3,470+51.2% |
| Admin fee / account holder | $8,314 | $5,664+46.8% | $8,548-2.7% | $4,887+70.1% |