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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 | $88,930 | $87,546+1.6% | $75,784+17.3% | $125,389-29.1% |
| Participation rate | 91.3% | 80.2%+11.1pp | 75.8%+15.5pp | 83.2%+8.1pp |
| Annual return | -1.04% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,047 | $4,230-51.6% | $3,652-43.9% | $5,352-61.8% |
| Admin fee / account holder | $5,548 | $6,503-14.7% | $5,300+4.7% | $9,541-41.8% |