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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 | $143,393 | $97,020+47.8% | $83,327+72.1% | $135,380+5.9% |
| Participation rate | 95.8% | 80.4%+15.4pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | -1.63% | 12.31%-13.9pp | 10.64%-12.3pp | 519.81%-521.4pp |
| Employer contribution / active EE | $661 | $4,144-84.0% | $3,379-80.4% | $4,779-86.2% |
| Participant deferral / active EE | $5,597 | $5,964-6.2% | $5,565+0.6% | $5,609-0.2% |
| Admin fee / account holder | $14,198 | $8,426+68.5% | $7,540+88.3% | $10,828+31.1% |