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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 | $81,830 | $106,115-22.9% | $85,969-4.8% | $125,389-34.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 76.5%+6.8pp | 83.2%+0.1pp |
| Annual return | -1.37% | 13.93%-15.3pp | 9.32%-10.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,416 | $4,537-68.8% | $3,474-59.2% | $4,866-70.9% |
| Participant deferral / active EE | $3,833 | $4,859-21.1% | $3,829+0.1% | $5,352-28.4% |
| Admin fee / account holder | $434 | $8,144-94.7% | $6,053-92.8% | $9,541-95.5% |