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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 | $77,155 | $78,694-2.0% | $67,652+14.0% | $125,393-38.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -1.13% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.23%-283.4pp |
| Employer contribution / active EE | $1,824 | $3,044-40.1% | $2,266-19.5% | $4,866-62.5% |
| Participant deferral / active EE | $5,216 | $4,292+21.5% | $3,560+46.5% | $5,351-2.5% |
| Admin fee / account holder | $4,958 | $7,403-33.0% | $4,821+2.8% | $9,541-48.0% |