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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 | $98,152 | $92,219+6.4% | $76,766+27.9% | $135,382-27.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -5.74% | 5.46%-11.2pp | 2.43%-8.2pp | 519.77%-525.5pp |
| Employer contribution / active EE | $1,996 | $3,216-37.9% | $2,485-19.7% | $4,779-58.2% |
| Participant deferral / active EE | $5,175 | $4,508+14.8% | $3,851+34.4% | $5,609-7.7% |
| Admin fee / account holder | $5,535 | $10,749-48.5% | $6,675-17.1% | $10,829-48.9% |