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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 | $120,956 | $87,546+38.2% | $75,784+59.6% | $125,389-3.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -2.39% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,690 | $3,930-6.1% | $3,323+11.0% | $4,866-24.2% |
| Participant deferral / active EE | $9,517 | $4,230+125.0% | $3,652+160.6% | $5,352+77.8% |
| Admin fee / account holder | $339 | $6,503-94.8% | $5,300-93.6% | $9,541-96.4% |