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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 | $99,828 | $113,941-12.4% | $94,229+5.9% | $125,389-20.4% |
| Participation rate | 87.5% | 82.9%+4.6pp | 78.8%+8.7pp | 83.2%+4.3pp |
| Annual return | 0.21% | 5.29%-5.1pp | 10.68%-10.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,880 | $4,727-17.9% | $3,587+8.2% | $4,866-20.3% |
| Participant deferral / active EE | $6,404 | $5,179+23.7% | $4,320+48.2% | $5,352+19.7% |
| Admin fee / account holder | $17,646 | $8,392+110.3% | $6,269+181.5% | $9,541+85.0% |