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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 | $86,144 | $87,542-1.6% | $75,782+13.7% | $125,393-31.3% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | -0.82% | 13.48%-14.3pp | 9.68%-10.5pp | 282.23%-283.1pp |
| Employer contribution / active EE | $619 | $3,930-84.2% | $3,323-81.4% | $4,866-87.3% |
| Participant deferral / active EE | $4,611 | $4,229+9.0% | $3,652+26.3% | $5,351-13.8% |
| Admin fee / account holder | $14,952 | $6,502+130.0% | $5,300+182.1% | $9,541+56.7% |