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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 | $88,299 | $72,404+22.0% | $110,243-19.9% | $64,173+37.6% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | -4.55% | -6.29%+1.7pp | 314.76%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,425 | $2,282-37.5% | $3,827-62.8% | $2,381-40.1% |
| Participant deferral / active EE | $3,064 | $3,469-11.7% | $4,672-34.4% | $3,470-11.7% |
| Admin fee / account holder | $3,152 | $5,664-44.4% | $8,548-63.1% | $4,887-35.5% |