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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 | $121,235 | $167,533-27.6% | $151,645-20.1% | $134,545-9.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -1.47% | 7.81%-9.3pp | 3.34%-4.8pp | 418.37%-419.8pp |
| Employer contribution / active EE | $4,499 | $6,828-34.1% | $6,165-27.0% | $4,742-5.1% |
| Participant deferral / active EE | $6,992 | $8,985-22.2% | $8,363-16.4% | $6,401+9.2% |
| Admin fee / account holder | $115,594 | $13,781+738.8% | $11,614+895.3% | $11,431+911.3% |