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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 | $77,958 | $95,188-18.1% | $76,518+1.9% | $135,380-42.4% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -9.95% | 4.85%-14.8pp | -0.27%-9.7pp | 519.81%-529.8pp |
| Employer contribution / active EE | $3,672 | $3,303+11.2% | $2,647+38.7% | $4,779-23.2% |
| Participant deferral / active EE | $6,374 | $4,640+37.4% | $3,836+66.2% | $5,609+13.6% |
| Admin fee / account holder | $526 | $6,249-91.6% | $4,849-89.2% | $10,828-95.1% |