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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 | $38,840 | $113,941-65.9% | $94,229-58.8% | $125,389-69.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -1.77% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,565 | $4,727-24.6% | $3,587-0.6% | $4,866-26.7% |
| Participant deferral / active EE | $5,261 | $5,179+1.6% | $4,320+21.8% | $5,352-1.7% |
| Admin fee / account holder | $3,065 | $8,392-63.5% | $6,269-51.1% | $9,541-67.9% |