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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 | $25,262 | $107,809-76.6% | $90,657-72.1% | $135,380-81.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -9.10% | -0.90%-8.2pp | 1.89%-11.0pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,249 | $3,018-25.5% | $2,532-11.2% | $4,779-52.9% |
| Participant deferral / active EE | $4,432 | $3,872+14.5% | $3,424+29.4% | $5,609-21.0% |
| Admin fee / account holder | $4,577 | $5,931-22.8% | $4,994-8.4% | $10,828-57.7% |