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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 | $67,900 | $87,544-22.4% | $75,784-10.4% | $125,388-45.8% |
| Participation rate | 81.0% | 80.2%+0.8pp | 75.8%+5.1pp | 83.2%-2.2pp |
| Annual return | -3.48% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.7pp |
| Employer contribution / active EE | $4,762 | $3,930+21.2% | $3,323+43.3% | $4,866-2.1% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $346 | $6,502-94.7% | $5,300-93.5% | $9,541-96.4% |