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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 | $100,629 | $92,219+9.1% | $76,768+31.1% | $135,379-25.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -2.18% | 5.46%-7.6pp | 2.43%-4.6pp | 519.79%-522.0pp |
| Employer contribution / active EE | $2,727 | $3,216-15.2% | $2,485+9.7% | $4,779-42.9% |
| Participant deferral / active EE | $2,727 | $4,508-39.5% | $3,852-29.2% | $5,609-51.4% |
| Admin fee / account holder | $1,389 | $10,749-87.1% | $6,675-79.2% | $10,828-87.2% |