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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 | $78,954 | $92,219-14.4% | $76,766+2.8% | $135,382-41.7% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -7.52% | 5.46%-13.0pp | 2.43%-9.9pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,479 | $3,216-22.9% | $2,485-0.2% | $4,779-48.1% |
| Participant deferral / active EE | $5,341 | $4,508+18.5% | $3,851+38.7% | $5,609-4.8% |
| Admin fee / account holder | $1,802 | $10,749-83.2% | $6,675-73.0% | $10,829-83.4% |