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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 | $157,683 | $97,020+62.5% | $83,322+89.2% | $135,379+16.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.42% | 12.31%-17.7pp | 10.64%-16.1pp | 519.79%-525.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,560 | $5,964+93.8% | $5,565+107.7% | $5,609+106.1% |
| Admin fee / account holder | $8,288 | $8,426-1.6% | $7,540+9.9% | $10,828-23.5% |