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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 | $87,620 | $87,546+0.1% | $75,784+15.6% | $125,389-30.1% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -2.41% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,718 | $3,930-56.3% | $3,323-48.3% | $4,866-64.7% |
| Participant deferral / active EE | $3,899 | $4,230-7.8% | $3,652+6.8% | $5,352-27.1% |
| Admin fee / account holder | $8,863 | $6,503+36.3% | $5,300+67.2% | $9,541-7.1% |