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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 | $73,991 | $92,219-19.8% | $76,767-3.6% | $135,380-45.3% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -7.71% | 5.46%-13.2pp | 2.43%-10.1pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,461 | $3,216-23.5% | $2,485-1.0% | $4,779-48.5% |
| Participant deferral / active EE | $6,200 | $4,508+37.5% | $3,852+61.0% | $5,609+10.5% |
| Admin fee / account holder | $3,978 | $10,749-63.0% | $6,675-40.4% | $10,828-63.3% |