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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 | $90,876 | $72,404+25.5% | $110,243-17.6% | $64,173+41.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.9pp |
| Annual return | -5.35% | -6.29%+0.9pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,875 | $2,282+26.0% | $3,827-24.9% | $2,381+20.7% |
| Participant deferral / active EE | $4,836 | $3,469+39.4% | $4,672+3.5% | $3,470+39.4% |
| Admin fee / account holder | $762 | $5,664-86.6% | $8,548-91.1% | $4,887-84.4% |