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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 | $81,851 | $105,866-22.7% | $90,766-9.8% | $134,545-39.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -17.64% | -10.99%-6.7pp | -12.16%-5.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $725 | $3,464-79.1% | $2,922-75.2% | $4,742-84.7% |
| Participant deferral / active EE | $9,387 | $5,217+79.9% | $4,565+105.6% | $6,401+46.6% |
| Admin fee / account holder | $6,456 | $13,938-53.7% | $8,446-23.6% | $11,431-43.5% |