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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 | $114,763 | $95,915+19.7% | $79,580+44.2% | $134,532-14.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -17.00% | -2.71%-14.3pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,035 | $3,129-34.9% | $2,413-15.7% | $4,741-57.1% |
| Participant deferral / active EE | $3,014 | $4,693-35.8% | $3,985-24.4% | $6,401-52.9% |
| Admin fee / account holder | $760 | $9,132-91.7% | $6,835-88.9% | $11,429-93.4% |