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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 | $120,706 | $92,219+30.9% | $76,767+57.2% | $135,380-10.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -2.41% | 5.46%-7.9pp | 2.43%-4.8pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,196 | $3,216-62.8% | $2,485-51.9% | $4,779-75.0% |
| Participant deferral / active EE | $4,555 | $4,508+1.0% | $3,852+18.3% | $5,609-18.8% |
| Admin fee / account holder | $10,034 | $10,749-6.7% | $6,675+50.3% | $10,828-7.3% |