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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 | $140,287 | $107,809+30.1% | $90,657+54.7% | $135,380+3.6% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.0%+18.3pp | 82.6%+9.7pp |
| Annual return | -7.22% | -0.90%-6.3pp | 1.89%-9.1pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,874 | $3,018-37.9% | $2,532-26.0% | $4,779-60.8% |
| Participant deferral / active EE | $4,635 | $3,872+19.7% | $3,424+35.3% | $5,609-17.4% |
| Admin fee / account holder | $4,162 | $5,931-29.8% | $4,994-16.7% | $10,828-61.6% |