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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 | $76,677 | $107,809-28.9% | $90,657-15.4% | $135,380-43.4% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | -8.15% | -0.90%-7.3pp | 1.89%-10.0pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,814 | $3,018-39.9% | $2,532-28.4% | $4,779-62.0% |
| Participant deferral / active EE | $4,474 | $3,872+15.5% | $3,424+30.6% | $5,609-20.2% |
| Admin fee / account holder | $7,177 | $5,931+21.0% | $4,994+43.7% | $10,828-33.7% |