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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 | $74,438 | $86,701-14.1% | $73,309+1.5% | $125,389-40.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 74.9%+16.8pp | 83.2%+8.5pp |
| Annual return | -3.52% | 2.78%-6.3pp | 5.67%-9.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $2,627 | $4,152-36.7% | $3,237-18.8% | $4,866-46.0% |
| Participant deferral / active EE | $7,479 | $5,549+34.8% | $4,991+49.8% | $5,352+39.8% |
| Admin fee / account holder | $632 | $7,768-91.9% | $5,635-88.8% | $9,541-93.4% |