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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 | $114,716 | $113,941+0.7% | $94,229+21.7% | $125,389-8.5% |
| Participation rate | 95.2% | 82.9%+12.3pp | 78.8%+16.5pp | 83.2%+12.0pp |
| Annual return | -1.65% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,161 | $4,727-75.4% | $3,587-67.6% | $4,866-76.1% |
| Participant deferral / active EE | $4,644 | $5,179-10.3% | $4,320+7.5% | $5,352-13.2% |
| Admin fee / account holder | $710 | $8,392-91.5% | $6,269-88.7% | $9,541-92.6% |