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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 | $70,020 | $97,881-28.5% | $80,004-12.5% | $125,389-44.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 73.0%+10.3pp | 83.2%+0.1pp |
| Annual return | -3.68% | 9.36%-13.0pp | 7.63%-11.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,489 | $3,128-52.4% | $2,473-39.8% | $4,866-69.4% |
| Participant deferral / active EE | $4,075 | $3,744+8.8% | $3,204+27.2% | $5,352-23.9% |
| Admin fee / account holder | $328 | $6,278-94.8% | $5,033-93.5% | $9,541-96.6% |