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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 | $84,270 | $92,219-8.6% | $76,768+9.8% | $135,379-37.8% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -4.18% | 5.46%-9.6pp | 2.43%-6.6pp | 519.79%-524.0pp |
| Employer contribution / active EE | $1,867 | $3,216-41.9% | $2,485-24.9% | $4,779-60.9% |
| Participant deferral / active EE | $5,268 | $4,508+16.8% | $3,852+36.8% | $5,609-6.1% |
| Admin fee / account holder | $22,779 | $10,749+111.9% | $6,675+241.3% | $10,828+110.4% |