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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 | $90,359 | $92,219-2.0% | $76,767+17.7% | $135,380-33.3% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -4.10% | 5.46%-9.6pp | 2.43%-6.5pp | 519.81%-523.9pp |
| Employer contribution / active EE | $1,864 | $3,216-42.0% | $2,485-25.0% | $4,779-61.0% |
| Participant deferral / active EE | $3,850 | $4,508-14.6% | $3,8520% | $5,609-31.4% |
| Admin fee / account holder | $4,770 | $10,749-55.6% | $6,675-28.5% | $10,828-55.9% |