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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 | $103,535 | $92,219+12.3% | $76,768+34.9% | $135,379-23.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -4.79% | 5.46%-10.2pp | 2.43%-7.2pp | 519.79%-524.6pp |
| Employer contribution / active EE | $670 | $3,216-79.2% | $2,485-73.0% | $4,779-86.0% |
| Participant deferral / active EE | $1,562 | $4,508-65.3% | $3,852-59.4% | $5,609-72.1% |
| Admin fee / account holder | $2,848 | $10,749-73.5% | $6,675-57.3% | $10,828-73.7% |