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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 | $120,083 | $107,809+11.4% | $90,657+32.5% | $135,380-11.3% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.0%+18.8pp | 82.6%+10.2pp |
| Annual return | -5.45% | -0.90%-4.5pp | 1.89%-7.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $6,120 | $3,018+102.8% | $2,532+141.7% | $4,779+28.1% |
| Participant deferral / active EE | $2,501 | $3,872-35.4% | $3,424-27.0% | $5,609-55.4% |
| Admin fee / account holder | $919 | $5,931-84.5% | $4,994-81.6% | $10,828-91.5% |