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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 | $30,847 | $69,541-55.6% | $59,899-48.5% | $135,380-77.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -6.35% | 7.95%-14.3pp | 3.46%-9.8pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,187 | $3,236-1.5% | $2,723+17.0% | $4,779-33.3% |
| Participant deferral / active EE | $5,063 | $4,206+20.4% | $3,402+48.8% | $5,609-9.7% |
| Admin fee / account holder | $5,483 | $5,737-4.4% | $3,592+52.6% | $10,828-49.4% |