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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 | $90,830 | $106,115-14.4% | $85,969+5.7% | $125,388-27.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 76.5%-1.5pp | 83.2%-8.2pp |
| Annual return | -0.37% | 13.93%-14.3pp | 9.32%-9.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,862 | $4,537-36.9% | $3,474-17.6% | $4,866-41.2% |
| Participant deferral / active EE | $4,598 | $4,859-5.4% | $3,829+20.1% | $5,352-14.1% |
| Admin fee / account holder | $3,671 | $8,144-54.9% | $6,053-39.3% | $9,541-61.5% |