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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 | $142,117 | $127,100+11.8% | $105,738+34.4% | $135,379+5.0% |
| Participation rate | 94.4% | 82.7%+11.7pp | 76.3%+18.1pp | 82.6%+11.8pp |
| Annual return | -5.18% | 4.49%-9.7pp | 6.27%-11.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $975 | $4,107-76.3% | $3,268-70.2% | $4,779-79.6% |
| Participant deferral / active EE | $2,475 | $5,064-51.1% | $4,080-39.3% | $5,609-55.9% |
| Admin fee / account holder | $11,717 | $9,087+28.9% | $6,913+69.5% | $10,828+8.2% |