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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 | $67,697 | $87,544-22.7% | $75,784-10.7% | $125,388-46.0% |
| Participation rate | 87.0% | 80.2%+6.8pp | 75.8%+11.1pp | 83.2%+3.8pp |
| Annual return | -0.42% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,545 | $3,930-60.7% | $3,323-53.5% | $4,866-68.3% |
| Participant deferral / active EE | $3,357 | $4,229-20.6% | $3,652-8.1% | $5,352-37.3% |
| Admin fee / account holder | $5,028 | $6,502-22.7% | $5,300-5.1% | $9,541-47.3% |