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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 | $86,937 | $72,404+20.1% | $110,241-21.1% | $64,181+35.5% |
| Participation rate | 81.0% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.5pp |
| Annual return | -5.56% | -6.29%+0.7pp | 314.75%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,952 | $2,282-14.5% | $3,827-49.0% | $2,381-18.0% |
| Participant deferral / active EE | $3,923 | $3,469+13.1% | $4,672-16.0% | $3,470+13.1% |
| Admin fee / account holder | $3,065 | $5,664-45.9% | $8,548-64.1% | $4,887-37.3% |