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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 | $153,483 | $113,941+34.7% | $94,229+62.9% | $125,389+22.4% |
| Participation rate | 92.3% | 82.9%+9.4pp | 78.8%+13.5pp | 83.2%+9.1pp |
| Annual return | -3.01% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,979 | $4,727-58.1% | $3,587-44.8% | $4,866-59.3% |
| Participant deferral / active EE | $2,450 | $5,179-52.7% | $4,320-43.3% | $5,352-54.2% |
| Admin fee / account holder | $3,865 | $8,392-53.9% | $6,269-38.4% | $9,541-59.5% |