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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 | $64,804 | $85,790-24.5% | $67,313-3.7% | $135,380-52.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -4.66% | -0.54%-4.1pp | -4.08%-0.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $9,278 | $3,487+166.1% | $2,566+261.6% | $4,779+94.1% |
| Participant deferral / active EE | $4,512 | $4,651-3.0% | $3,568+26.5% | $5,609-19.6% |
| Admin fee / account holder | $13,278 | $6,392+107.7% | $4,507+194.6% | $10,828+22.6% |