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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 | $99,388 | $92,219+7.8% | $76,767+29.5% | $135,380-26.6% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -5.05% | 5.46%-10.5pp | 2.43%-7.5pp | 519.81%-524.9pp |
| Employer contribution / active EE | $895 | $3,216-72.2% | $2,485-64.0% | $4,779-81.3% |
| Participant deferral / active EE | $1,876 | $4,508-58.4% | $3,852-51.3% | $5,609-66.6% |
| Admin fee / account holder | $1,339 | $10,749-87.5% | $6,675-79.9% | $10,828-87.6% |