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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 | $82,277 | $113,941-27.8% | $94,229-12.7% | $125,389-34.4% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -1.03% | 5.29%-6.3pp | 10.68%-11.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,139 | $4,727-54.7% | $3,587-40.4% | $4,866-56.0% |
| Participant deferral / active EE | $4,497 | $5,179-13.2% | $4,320+4.1% | $5,352-16.0% |
| Admin fee / account holder | $9,406 | $8,392+12.1% | $6,269+50.0% | $9,541-1.4% |