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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 | $72,157 | $127,100-43.2% | $105,738-31.8% | $135,379-46.7% |
| Participation rate | 86.7% | 82.7%+4.0pp | 76.3%+10.3pp | 82.6%+4.0pp |
| Annual return | -4.82% | 4.49%-9.3pp | 6.27%-11.1pp | 519.79%-524.6pp |
| Employer contribution / active EE | $2,376 | $4,107-42.1% | $3,268-27.3% | $4,779-50.3% |
| Participant deferral / active EE | $3,789 | $5,064-25.2% | $4,080-7.1% | $5,609-32.5% |
| Admin fee / account holder | $14,605 | $9,087+60.7% | $6,913+111.3% | $10,828+34.9% |