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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 | $28,932 | $180,329-84.0% | $112,263-74.2% | - |
| Participation rate | 94.9% | 66.3%+28.7pp | 75.1%+19.9pp | - |
| Annual return | -9.14% | -16.34%+7.2pp | 27.49%-36.6pp | - |
| Employer contribution / active EE | $5,445 | $2,897+88.0% | $3,636+49.7% | - |
| Participant deferral / active EE | $3,287 | $3,332-1.4% | $4,729-30.5% | - |
| Admin fee / account holder | $4,942 | $20,035-75.3% | $6,410-22.9% | - |