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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 | $208,110 | $107,809+93.0% | $90,657+129.6% | $135,380+53.7% |
| Participation rate | 94.7% | 78.0%+16.7pp | 74.0%+20.7pp | 82.6%+12.1pp |
| Annual return | -3.91% | -0.90%-3.0pp | 1.89%-5.8pp | 519.81%-523.7pp |
| Employer contribution / active EE | $2,040 | $3,018-32.4% | $2,532-19.4% | $4,779-57.3% |
| Participant deferral / active EE | $3,919 | $3,872+1.2% | $3,424+14.5% | $5,609-30.1% |
| Admin fee / account holder | $1,611 | $5,931-72.8% | $4,994-67.7% | $10,828-85.1% |