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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 | $109,972 | $127,096-13.5% | $105,736+4.0% | $135,380-18.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 76.3%-4.9pp | 82.6%-11.2pp |
| Annual return | -5.59% | 4.49%-10.1pp | 6.27%-11.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,333 | $4,107-43.2% | $3,268-28.6% | $4,779-51.2% |
| Participant deferral / active EE | $5,919 | $5,064+16.9% | $4,080+45.1% | $5,609+5.5% |
| Admin fee / account holder | $1,035 | $9,087-88.6% | $6,913-85.0% | $10,828-90.4% |