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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 | $106,071 | $107,809-1.6% | $90,657+17.0% | $135,380-21.6% |
| Participation rate | 82.4% | 78.0%+4.3pp | 74.0%+8.3pp | 82.6%-0.3pp |
| Annual return | -5.02% | -0.90%-4.1pp | 1.89%-6.9pp | 519.81%-524.8pp |
| Employer contribution / active EE | $3,903 | $3,018+29.3% | $2,532+54.1% | $4,779-18.3% |
| Participant deferral / active EE | $10,229 | $3,872+164.2% | $3,424+198.7% | $5,609+82.4% |
| Admin fee / account holder | $431 | $5,931-92.7% | $4,994-91.4% | $10,828-96.0% |