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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 | $133,160 | $131,835+1.0% | $108,582+22.6% | $273,972-51.4% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 5.45% | -91.57%+97.0pp | -51.70%+57.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,406 | $4,913-71.4% | $3,758-62.6% | $4,869-71.1% |
| Participant deferral / active EE | $3,961 | $5,127-22.8% | $4,311-8.1% | $5,287-25.1% |
| Admin fee / account holder | $1,044 | $10,253-89.8% | $7,645-86.3% | $10,133-89.7% |