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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 | $96,499 | $72,404+33.3% | $110,243-12.5% | $64,173+50.4% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | -4.56% | -6.29%+1.7pp | 314.76%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,852 | $2,282-18.8% | $3,827-51.6% | $2,381-22.2% |
| Participant deferral / active EE | $5,320 | $3,469+53.3% | $4,672+13.9% | $3,470+53.3% |
| Admin fee / account holder | $5,344 | $5,664-5.7% | $8,548-37.5% | $4,887+9.3% |