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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 | $94,245 | $92,219+2.2% | $76,767+22.8% | $135,380-30.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -6.71% | 5.46%-12.2pp | 2.43%-9.1pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,927 | $3,216-40.1% | $2,485-22.5% | $4,779-59.7% |
| Participant deferral / active EE | $4,203 | $4,508-6.8% | $3,852+9.1% | $5,609-25.1% |
| Admin fee / account holder | $3,304 | $10,749-69.3% | $6,675-50.5% | $10,828-69.5% |