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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 | $106,199 | $107,809-1.5% | $90,657+17.1% | $135,379-21.6% |
| Participation rate | 94.4% | 78.0%+16.4pp | 74.0%+20.4pp | 82.6%+11.8pp |
| Annual return | -1.25% | -0.90%-0.3pp | 1.89%-3.1pp | 519.79%-521.0pp |
| Employer contribution / active EE | $2,117 | $3,018-29.9% | $2,532-16.4% | $4,779-55.7% |
| Participant deferral / active EE | $4,234 | $3,872+9.3% | $3,424+23.6% | $5,609-24.5% |
| Admin fee / account holder | $2,317 | $5,931-60.9% | $4,994-53.6% | $10,828-78.6% |