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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 | $133,223 | $97,020+37.3% | $83,327+59.9% | $135,380-1.6% |
| Participation rate | 89.5% | 80.4%+9.1pp | 77.8%+11.7pp | 82.6%+6.8pp |
| Annual return | -3.90% | 12.31%-16.2pp | 10.64%-14.5pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,724 | $4,144-58.4% | $3,379-49.0% | $4,779-63.9% |
| Participant deferral / active EE | $6,310 | $5,964+5.8% | $5,565+13.4% | $5,609+12.5% |
| Admin fee / account holder | $6,655 | $8,426-21.0% | $7,540-11.7% | $10,828-38.5% |