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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 | $72,471 | $92,219-21.4% | $76,768-5.6% | $135,379-46.5% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -5.90% | 5.46%-11.4pp | 2.43%-8.3pp | 519.79%-525.7pp |
| Employer contribution / active EE | $4,348 | $3,216+35.2% | $2,485+74.9% | $4,779-9.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,439 | $10,749-30.8% | $6,675+11.4% | $10,828-31.3% |