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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 | $141,429 | $92,219+53.4% | $76,767+84.2% | $135,380+4.5% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,642 | $3,216-17.8% | $2,485+6.3% | $4,779-44.7% |
| Participant deferral / active EE | $3,894 | $4,508-13.6% | $3,852+1.1% | $5,609-30.6% |
| Admin fee / account holder | $516 | $10,749-95.2% | $6,675-92.3% | $10,828-95.2% |