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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 | $152,420 | $86,701+75.8% | $73,309+107.9% | $125,389+21.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | -0.94% | 2.78%-3.7pp | 5.67%-6.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,792 | $4,152-56.9% | $3,237-44.7% | $4,866-63.2% |
| Participant deferral / active EE | $9,491 | $5,549+71.0% | $4,991+90.2% | $5,352+77.4% |
| Admin fee / account holder | $1,937 | $7,768-75.1% | $5,635-65.6% | $9,541-79.7% |