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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 | $110,740 | $127,100-12.9% | $105,738+4.7% | $135,379-18.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 76.3%+14.6pp | 82.6%+8.3pp |
| Annual return | -4.43% | 4.49%-8.9pp | 6.27%-10.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,039 | $4,107-74.7% | $3,268-68.2% | $4,779-78.3% |
| Participant deferral / active EE | $4,840 | $5,064-4.4% | $4,080+18.6% | $5,609-13.7% |
| Admin fee / account holder | $1,697 | $9,087-81.3% | $6,913-75.4% | $10,828-84.3% |