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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 | $81,353 | $87,546-7.1% | $75,784+7.3% | $125,389-35.1% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -2.85% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,108 | $3,930-46.4% | $3,323-36.6% | $4,866-56.7% |
| Participant deferral / active EE | $4,368 | $4,230+3.3% | $3,652+19.6% | $5,352-18.4% |
| Admin fee / account holder | $513 | $6,503-92.1% | $5,300-90.3% | $9,541-94.6% |