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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 | $69,643 | $72,404-3.8% | $110,243-36.8% | $64,173+8.5% |
| Participation rate | 78.7% | 73.3%+5.3pp | 79.8%-1.2pp | 69.6%+9.1pp |
| Annual return | -4.49% | -6.29%+1.8pp | 314.76%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $933 | $2,282-59.1% | $3,827-75.6% | $2,381-60.8% |
| Participant deferral / active EE | $4,124 | $3,469+18.9% | $4,672-11.7% | $3,470+18.9% |
| Admin fee / account holder | $4,034 | $5,664-28.8% | $8,548-52.8% | $4,887-17.5% |