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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 | $42,010 | $211,946-80.2% | $169,452-75.2% | $135,380-69.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -2.48% | 3.26%-5.7pp | 1.83%-4.3pp | 519.81%-522.3pp |
| Employer contribution / active EE | $3,722 | $5,117-27.3% | $4,157-10.5% | $4,779-22.1% |
| Participant deferral / active EE | $8,188 | $6,075+34.8% | $5,277+55.2% | $5,609+46.0% |
| Admin fee / account holder | $42,511 | $11,472+270.6% | $9,110+366.7% | $10,828+292.6% |