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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 | $92,943 | $84,518+10.0% | $67,704+37.3% | $125,389-25.9% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -1.68% | 2.57%-4.2pp | 25.41%-27.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,024 | $3,292-68.9% | $2,559-60.0% | $4,866-78.9% |
| Participant deferral / active EE | $1,166 | $4,430-73.7% | $3,585-67.5% | $5,352-78.2% |
| Admin fee / account holder | $3,170 | $5,340-40.6% | $4,255-25.5% | $9,541-66.8% |