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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 | $163,882 | $113,941+43.8% | $94,229+73.9% | $125,389+30.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -2.49% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,867 | $4,727-39.4% | $3,587-20.1% | $4,866-41.1% |
| Participant deferral / active EE | $6,445 | $5,179+24.5% | $4,320+49.2% | $5,352+20.4% |
| Admin fee / account holder | $1,952 | $8,392-76.7% | $6,269-68.9% | $9,541-79.5% |