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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 | $99,702 | $147,167-32.3% | $111,392-10.5% | $135,379-26.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 78.9%+13.4pp | 82.6%+9.7pp |
| Annual return | -4.11% | -4.44%+0.3pp | -2.06%-2.0pp | 519.79%-523.9pp |
| Employer contribution / active EE | $2,011 | $5,204-61.4% | $4,328-53.5% | $4,779-57.9% |
| Participant deferral / active EE | $4,256 | $6,565-35.2% | $5,567-23.6% | $5,609-24.1% |
| Admin fee / account holder | $15,613 | $20,270-23.0% | $12,266+27.3% | $10,828+44.2% |