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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 | $89,306 | $110,083-18.9% | $151,645-41.1% | $68,490+30.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.86% | -10.12%-3.7pp | 3.34%-17.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,192 | $4,470-51.0% | $6,165-64.4% | $2,597-15.6% |
| Participant deferral / active EE | $5,571 | $6,526-14.6% | $8,363-33.4% | $4,028+38.3% |
| Admin fee / account holder | $11,407 | $7,718+47.8% | $11,614-1.8% | $5,403+111.1% |