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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 | $102,296 | $113,941-10.2% | $94,229+8.6% | $125,389-18.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -3.10% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $10,843 | $4,727+129.4% | $3,587+202.3% | $4,866+122.8% |
| Participant deferral / active EE | $4,373 | $5,179-15.6% | $4,320+1.2% | $5,352-18.3% |
| Admin fee / account holder | $2,131 | $8,392-74.6% | $6,269-66.0% | $9,541-77.7% |