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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 | $94,407 | $97,881-3.5% | $80,004+18.0% | $125,388-24.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 73.0%+17.0pp | 83.2%+6.8pp |
| Annual return | -3.09% | 9.36%-12.4pp | 7.63%-10.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $5,005 | $3,128+60.0% | $2,473+102.4% | $4,866+2.9% |
| Participant deferral / active EE | $5,515 | $3,744+47.3% | $3,204+72.1% | $5,352+3.1% |
| Admin fee / account holder | $465 | $6,278-92.6% | $5,033-90.8% | $9,541-95.1% |