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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 | $117,716 | $87,546+34.5% | $75,784+55.3% | $125,389-6.1% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -3.63% | 13.49%-17.1pp | 9.68%-13.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,501 | $3,930-61.8% | $3,323-54.8% | $4,866-69.2% |
| Participant deferral / active EE | $3,667 | $4,230-13.3% | $3,652+0.4% | $5,352-31.5% |
| Admin fee / account holder | $4,944 | $6,503-24.0% | $5,300-6.7% | $9,541-48.2% |