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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 | $97,314 | $92,219+5.5% | $76,768+26.8% | $135,379-28.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -4.40% | 5.46%-9.9pp | 2.43%-6.8pp | 519.79%-524.2pp |
| Employer contribution / active EE | $3,201 | $3,216-0.5% | $2,485+28.8% | $4,779-33.0% |
| Participant deferral / active EE | $4,651 | $4,508+3.2% | $3,852+20.7% | $5,609-17.1% |
| Admin fee / account holder | $1,536 | $10,749-85.7% | $6,675-77.0% | $10,828-85.8% |