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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 | $70,751 | $87,016-18.7% | $63,244+11.9% | $125,389-43.6% |
| Participation rate | 85.7% | 77.1%+8.7pp | 71.0%+14.7pp | 83.2%+2.5pp |
| Annual return | -0.79% | 21.71%-22.5pp | -70.31%+69.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $523 | $3,601-85.5% | $2,322-77.5% | $4,866-89.3% |
| Participant deferral / active EE | $2,528 | $3,939-35.8% | $2,953-14.4% | $5,352-52.8% |
| Admin fee / account holder | $20,011 | $11,954+67.4% | $5,893+239.6% | $9,541+109.7% |