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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 | $69,373 | $72,177-3.9% | $115,037-39.7% | $59,633+16.3% |
| Participation rate | 73.5% | 72.6%+0.9pp | 81.4%-7.9pp | 68.7%+4.8pp |
| Annual return | -1.55% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $2,637 | $2,841-7.2% | $4,608-42.8% | $2,203+19.7% |
| Participant deferral / active EE | $6,105 | $4,783+27.6% | $6,026+1.3% | $3,192+91.3% |
| Admin fee / account holder | $2,970 | $4,927-39.7% | $8,175-63.7% | $4,297-30.9% |