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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 | $74,768 | $95,917-22.0% | $79,583-6.1% | $134,545-44.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -16.50% | -2.70%-13.8pp | 0.16%-16.7pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,679 | $3,129-14.4% | $2,414+11.0% | $4,742-43.5% |
| Participant deferral / active EE | $4,428 | $4,694-5.7% | $3,986+11.1% | $6,401-30.8% |
| Admin fee / account holder | $373 | $9,132-95.9% | $6,835-94.6% | $11,431-96.7% |