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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 | $107,407 | $113,941-5.7% | $94,229+14.0% | $125,389-14.3% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -0.92% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $4,099 | $4,727-13.3% | $3,587+14.3% | $4,866-15.8% |
| Participant deferral / active EE | $8,510 | $5,179+64.3% | $4,320+97.0% | $5,352+59.0% |
| Admin fee / account holder | $627 | $8,392-92.5% | $6,269-90.0% | $9,541-93.4% |