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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 | $167,749 | $105,861+58.5% | $90,756+84.8% | $134,509+24.7% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | 3.38% | -10.99%+14.4pp | -12.16%+15.5pp | 418.13%-414.8pp |
| Employer contribution / active EE | $1,592 | $3,463-54.0% | $2,922-45.5% | $4,741-66.4% |
| Participant deferral / active EE | $3,596 | $5,217-31.1% | $4,565-21.2% | $6,400-43.8% |
| Admin fee / account holder | $353 | $13,938-97.5% | $8,445-95.8% | $11,427-96.9% |