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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 | $77,710 | $72,404+7.3% | $110,243-29.5% | $64,173+21.1% |
| Participation rate | 88.4% | 73.3%+15.0pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | -1.30% | -6.29%+5.0pp | 314.76%-316.1pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,104 | $2,282-51.6% | $3,827-71.1% | $2,381-53.6% |
| Participant deferral / active EE | $2,581 | $3,469-25.6% | $4,672-44.8% | $3,470-25.6% |
| Admin fee / account holder | $7,300 | $5,664+28.9% | $8,548-14.6% | $4,887+49.4% |