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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 | $74,279 | $83,908-11.5% | $68,509+8.4% | $125,389-40.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 74.7%+12.8pp | 83.2%+4.3pp |
| Annual return | -3.38% | 14.48%-17.9pp | 8.27%-11.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $406 | $3,031-86.6% | $2,278-82.2% | $4,866-91.7% |
| Participant deferral / active EE | $5,254 | $4,125+27.4% | $3,382+55.3% | $5,352-1.8% |
| Admin fee / account holder | $8,806 | $8,982-2.0% | $5,275+67.0% | $9,541-7.7% |