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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 | $68,979 | $85,790-19.6% | $67,313+2.5% | $135,380-49.0% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -6.13% | -0.54%-5.6pp | -4.08%-2.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,826 | $3,487-47.6% | $2,566-28.8% | $4,779-61.8% |
| Participant deferral / active EE | $2,615 | $4,651-43.8% | $3,568-26.7% | $5,609-53.4% |
| Admin fee / account holder | $1,314 | $6,392-79.4% | $4,507-70.8% | $10,828-87.9% |