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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 | $99,485 | $158,852-37.4% | $121,220-17.9% | $135,380-26.5% |
| Participation rate | 73.3% | 79.3%-6.0pp | 71.8%+1.6pp | 82.6%-9.3pp |
| Annual return | -4.67% | -0.64%-4.0pp | 16.94%-21.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,796 | $5,666-33.0% | $4,023-5.6% | $4,779-20.6% |
| Participant deferral / active EE | $5,092 | $4,006+27.1% | $3,345+52.2% | $5,609-9.2% |
| Admin fee / account holder | $8,900 | $6,515+36.6% | $5,021+77.3% | $10,828-17.8% |