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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 | $57,554 | $87,546-34.3% | $75,784-24.1% | $125,389-54.1% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -0.72% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,496 | $3,930-36.5% | $3,323-24.9% | $4,866-48.7% |
| Participant deferral / active EE | $6,582 | $4,230+55.6% | $3,652+80.2% | $5,352+23.0% |
| Admin fee / account holder | $1,489 | $6,503-77.1% | $5,300-71.9% | $9,541-84.4% |