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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 | $118,912 | $107,791+10.3% | $90,645+31.2% | $135,377-12.2% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | -3.95% | -0.90%-3.0pp | 1.88%-5.8pp | 519.75%-523.7pp |
| Employer contribution / active EE | $1,070 | $3,018-64.5% | $2,532-57.7% | $4,779-77.6% |
| Participant deferral / active EE | $3,618 | $3,872-6.6% | $3,425+5.6% | $5,609-35.5% |
| Admin fee / account holder | $2,537 | $5,930-57.2% | $4,994-49.2% | $10,828-76.6% |