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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 | $129,834 | $131,835-1.5% | $108,582+19.6% | $273,972-52.6% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 5.75% | -91.57%+97.3pp | -51.70%+57.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,240 | $4,913-54.4% | $3,758-40.4% | $4,869-54.0% |
| Participant deferral / active EE | $5,283 | $5,127+3.0% | $4,311+22.5% | $5,287-0.1% |
| Admin fee / account holder | $7,804 | $10,253-23.9% | $7,645+2.1% | $10,133-23.0% |