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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 | $88,054 | $72,177+22.0% | $115,038-23.5% | $59,633+47.7% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -1.64% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,486 | $2,841-47.7% | $4,608-67.8% | $2,203-32.5% |
| Participant deferral / active EE | $3,175 | $4,783-33.6% | $6,026-47.3% | $3,192-0.5% |
| Admin fee / account holder | $814 | $4,927-83.5% | $8,175-90.0% | $4,297-81.1% |