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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 | $106,728 | $58,587+82.2% | $83,322+28.1% | $64,173+66.3% |
| Participation rate | 71.4% | 72.0%-0.6pp | 77.8%-6.3pp | 69.6%+1.9pp |
| Annual return | -3.76% | 9.65%-13.4pp | 10.64%-14.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $782 | $2,098-62.7% | $3,379-76.9% | $2,381-67.1% |
| Participant deferral / active EE | $3,365 | $4,654-27.7% | $5,565-39.5% | $3,470-3.0% |
| Admin fee / account holder | $1,952 | $9,279-79.0% | $7,540-74.1% | $4,887-60.1% |