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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 | $86,477 | $82,314+5.1% | $68,808+25.7% | $134,532-35.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | 0.07% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.2pp |
| Employer contribution / active EE | $1,093 | $3,301-66.9% | $2,656-58.8% | $4,741-76.9% |
| Participant deferral / active EE | $4,075 | $4,740-14.0% | $3,942+3.4% | $6,401-36.3% |
| Admin fee / account holder | $13,394 | $6,484+106.6% | $4,936+171.4% | $11,429+17.2% |