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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 | $129,627 | $97,020+33.6% | $83,327+55.6% | $135,380-4.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -5.18% | 12.31%-17.5pp | 10.64%-15.8pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,397 | $4,144-66.3% | $3,379-58.6% | $4,779-70.8% |
| Participant deferral / active EE | $4,861 | $5,964-18.5% | $5,565-12.7% | $5,609-13.3% |
| Admin fee / account holder | $726 | $8,426-91.4% | $7,540-90.4% | $10,828-93.3% |