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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 | $91,214 | $91,911-0.8% | $68,612+32.9% | $135,380-32.6% |
| Participation rate | 90.0% | 76.7%+13.3pp | 72.2%+17.8pp | 82.6%+7.4pp |
| Annual return | 0.58% | -8.22%+8.8pp | -4.63%+5.2pp | 519.81%-519.2pp |
| Employer contribution / active EE | $3,710 | $3,924-5.4% | $2,625+41.3% | $4,779-22.4% |
| Participant deferral / active EE | $2,497 | $4,315-42.1% | $3,311-24.6% | $5,609-55.5% |
| Admin fee / account holder | $12,556 | $9,240+35.9% | $5,131+144.7% | $10,828+16.0% |