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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 | $57,418 | $87,544-34.4% | $75,784-24.2% | $125,388-54.2% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -3.56% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $4,104 | $3,930+4.4% | $3,323+23.5% | $4,866-15.7% |
| Participant deferral / active EE | $4,107 | $4,229-2.9% | $3,652+12.5% | $5,352-23.3% |
| Admin fee / account holder | $1,024 | $6,502-84.3% | $5,300-80.7% | $9,541-89.3% |