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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 | $81,830 | $95,188-14.0% | $76,518+6.9% | $135,380-39.6% |
| Participation rate | 73.9% | 74.4%-0.5pp | 68.0%+5.9pp | 82.6%-8.7pp |
| Annual return | -2.57% | 4.85%-7.4pp | -0.27%-2.3pp | 519.81%-522.4pp |
| Employer contribution / active EE | $2,332 | $3,303-29.4% | $2,647-11.9% | $4,779-51.2% |
| Participant deferral / active EE | $3,954 | $4,640-14.8% | $3,836+3.1% | $5,609-29.5% |
| Admin fee / account holder | $2,275 | $6,249-63.6% | $4,849-53.1% | $10,828-79.0% |