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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 | $83,574 | $78,694+6.2% | $67,652+23.5% | $125,389-33.3% |
| Participation rate | 77.3% | 78.8%-1.5pp | 75.7%+1.6pp | 83.2%-5.9pp |
| Annual return | -1.30% | 9.46%-10.8pp | 6625.40%-6626.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $619 | $3,044-79.7% | $2,266-72.7% | $4,866-87.3% |
| Participant deferral / active EE | $3,442 | $4,292-19.8% | $3,560-3.3% | $5,352-35.7% |
| Admin fee / account holder | $5,151 | $7,403-30.4% | $4,821+6.8% | $9,541-46.0% |