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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 | $116,194 | $95,188+22.1% | $76,518+51.9% | $135,380-14.2% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -5.41% | 4.85%-10.3pp | -0.27%-5.1pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,090 | $3,303-67.0% | $2,647-58.8% | $4,779-77.2% |
| Participant deferral / active EE | $3,259 | $4,640-29.8% | $3,836-15.0% | $5,609-41.9% |
| Admin fee / account holder | $623 | $6,249-90.0% | $4,849-87.2% | $10,828-94.2% |