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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 | $108,707 | $97,020+12.0% | $83,322+30.5% | $135,379-19.7% |
| Participation rate | 95.5% | 80.4%+15.0pp | 77.8%+17.7pp | 82.6%+12.8pp |
| Annual return | -7.08% | 12.31%-19.4pp | 10.64%-17.7pp | 519.79%-526.9pp |
| Employer contribution / active EE | $552 | $4,144-86.7% | $3,379-83.7% | $4,779-88.5% |
| Participant deferral / active EE | $5,474 | $5,964-8.2% | $5,565-1.6% | $5,609-2.4% |
| Admin fee / account holder | $640 | $8,426-92.4% | $7,540-91.5% | $10,828-94.1% |