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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 | $92,939 | $167,533-44.5% | $151,645-38.7% | $134,545-30.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.82% | 7.81%-20.6pp | 3.34%-16.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $3,382 | $6,828-50.5% | $6,165-45.1% | $4,742-28.7% |
| Participant deferral / active EE | $7,084 | $8,985-21.2% | $8,363-15.3% | $6,401+10.7% |
| Admin fee / account holder | $454 | $13,781-96.7% | $11,614-96.1% | $11,431-96.0% |