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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 | $147,812 | $87,544+68.8% | $75,784+95.0% | $125,388+17.9% |
| Participation rate | 79.2% | 80.2%-1.0pp | 75.8%+3.3pp | 83.2%-4.0pp |
| Annual return | -0.32% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $8,333 | $3,930+112.0% | $3,323+150.7% | $4,866+71.3% |
| Participant deferral / active EE | $3,918 | $4,229-7.4% | $3,652+7.3% | $5,352-26.8% |
| Admin fee / account holder | $2,131 | $6,502-67.2% | $5,300-59.8% | $9,541-77.7% |