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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 | $61,194 | $113,941-46.3% | $94,229-35.1% | $125,389-51.2% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -1.96% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $3,128 | $4,727-33.8% | $3,587-12.8% | $4,866-35.7% |
| Participant deferral / active EE | $8,144 | $5,179+57.3% | $4,320+88.5% | $5,352+52.2% |
| Admin fee / account holder | $5,031 | $8,392-40.0% | $6,269-19.8% | $9,541-47.3% |