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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 | $72,131 | $87,542-17.6% | $75,782-4.8% | $125,393-42.5% |
| Participation rate | 88.2% | 80.2%+8.1pp | 75.8%+12.4pp | 83.2%+5.0pp |
| Annual return | -3.62% | 13.48%-17.1pp | 9.68%-13.3pp | 282.23%-285.9pp |
| Employer contribution / active EE | $2,352 | $3,930-40.1% | $3,323-29.2% | $4,866-51.7% |
| Participant deferral / active EE | $4,746 | $4,229+12.2% | $3,652+30.0% | $5,351-11.3% |
| Admin fee / account holder | $3,210 | $6,502-50.6% | $5,300-39.4% | $9,541-66.4% |