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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 | $74,566 | $87,546-14.8% | $75,784-1.6% | $125,389-40.5% |
| Participation rate | 82.4% | 80.2%+2.2pp | 75.8%+6.5pp | 83.2%-0.8pp |
| Annual return | -1.51% | 13.49%-15.0pp | 9.68%-11.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $14,302 | $3,930+263.9% | $3,323+330.3% | $4,866+193.9% |
| Participant deferral / active EE | $4,648 | $4,230+9.9% | $3,652+27.3% | $5,352-13.1% |
| Admin fee / account holder | $9,121 | $6,503+40.3% | $5,300+72.1% | $9,541-4.4% |