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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 | $86,281 | $158,827-45.7% | $121,208-28.8% | $135,382-36.3% |
| Participation rate | 92.3% | 79.3%+13.0pp | 71.8%+20.5pp | 82.6%+9.7pp |
| Annual return | -4.38% | -0.64%-3.7pp | 16.93%-21.3pp | 519.77%-524.2pp |
| Employer contribution / active EE | $1,435 | $5,666-74.7% | $4,023-64.3% | $4,779-70.0% |
| Participant deferral / active EE | $4,556 | $4,006+13.8% | $3,345+36.2% | $5,609-18.8% |
| Admin fee / account holder | $1,006 | $6,514-84.6% | $5,020-80.0% | $10,829-90.7% |