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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 | $125,007 | $83,908+49.0% | $68,509+82.5% | $125,389-0.3% |
| Participation rate | 93.3% | 78.2%+15.2pp | 74.7%+18.6pp | 83.2%+10.1pp |
| Annual return | -1.59% | 14.48%-16.1pp | 8.27%-9.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,616 | $3,031-46.7% | $2,278-29.1% | $4,866-66.8% |
| Participant deferral / active EE | $5,534 | $4,125+34.2% | $3,382+63.6% | $5,352+3.4% |
| Admin fee / account holder | $5,766 | $8,982-35.8% | $5,275+9.3% | $9,541-39.6% |