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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 | $100,432 | $86,701+15.8% | $73,309+37.0% | $125,389-19.9% |
| Participation rate | 78.9% | 78.6%+0.3pp | 74.9%+4.0pp | 83.2%-4.2pp |
| Annual return | -2.94% | 2.78%-5.7pp | 5.67%-8.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,816 | $4,152-56.3% | $3,237-43.9% | $4,866-62.7% |
| Participant deferral / active EE | $4,163 | $5,549-25.0% | $4,991-16.6% | $5,352-22.2% |
| Admin fee / account holder | $357 | $7,768-95.4% | $5,635-93.7% | $9,541-96.3% |