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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 | $96,636 | $92,219+4.8% | $76,767+25.9% | $135,380-28.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -4.87% | 5.46%-10.3pp | 2.43%-7.3pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,208 | $3,216-0.2% | $2,485+29.1% | $4,779-32.9% |
| Participant deferral / active EE | $2,652 | $4,508-41.2% | $3,852-31.2% | $5,609-52.7% |
| Admin fee / account holder | $557 | $10,749-94.8% | $6,675-91.6% | $10,828-94.9% |