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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 | $75,248 | $97,027-22.4% | $83,323-9.7% | $135,382-44.4% |
| Participation rate | 88.2% | 80.4%+7.8pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | -6.02% | 12.31%-18.3pp | 10.63%-16.7pp | 519.77%-525.8pp |
| Employer contribution / active EE | $1,806 | $4,143-56.4% | $3,379-46.5% | $4,779-62.2% |
| Participant deferral / active EE | $6,616 | $5,964+10.9% | $5,565+18.9% | $5,609+18.0% |
| Admin fee / account holder | $4,652 | $8,427-44.8% | $7,539-38.3% | $10,829-57.0% |