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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 | $98,877 | $97,881+1.0% | $80,004+23.6% | $125,389-21.1% |
| Participation rate | 91.7% | 77.9%+13.8pp | 73.0%+18.7pp | 83.2%+8.5pp |
| Annual return | -3.69% | 9.36%-13.0pp | 7.63%-11.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $953 | $3,128-69.5% | $2,473-61.5% | $4,866-80.4% |
| Participant deferral / active EE | $3,378 | $3,744-9.8% | $3,204+5.4% | $5,352-36.9% |
| Admin fee / account holder | $2,118 | $6,278-66.3% | $5,033-57.9% | $9,541-77.8% |