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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 | $78,937 | $95,188-17.1% | $76,518+3.2% | $135,379-41.7% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -7.31% | 4.85%-12.2pp | -0.27%-7.0pp | 519.79%-527.1pp |
| Employer contribution / active EE | $2,609 | $3,303-21.0% | $2,647-1.5% | $4,779-45.4% |
| Participant deferral / active EE | $7,613 | $4,640+64.1% | $3,836+98.5% | $5,609+35.7% |
| Admin fee / account holder | $2,446 | $6,249-60.9% | $4,849-49.5% | $10,828-77.4% |