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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 | $79,176 | $92,219-14.1% | $76,767+3.1% | $135,380-41.5% |
| Participation rate | 78.3% | 79.8%-1.5pp | 77.0%+1.3pp | 82.6%-4.4pp |
| Annual return | -6.30% | 5.46%-11.8pp | 2.43%-8.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $850 | $3,216-73.6% | $2,485-65.8% | $4,779-82.2% |
| Participant deferral / active EE | $2,414 | $4,508-46.5% | $3,852-37.3% | $5,609-57.0% |
| Admin fee / account holder | $11,085 | $10,749+3.1% | $6,675+66.1% | $10,828+2.4% |