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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 | $59,467 | $87,546-32.1% | $75,784-21.5% | $125,389-52.6% |
| Participation rate | 90.5% | 80.2%+10.3pp | 75.8%+14.7pp | 83.2%+7.3pp |
| Annual return | -1.42% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,881 | $3,930-26.7% | $3,323-13.3% | $4,866-40.8% |
| Participant deferral / active EE | $5,155 | $4,230+21.9% | $3,652+41.2% | $5,352-3.7% |
| Admin fee / account holder | $1,543 | $6,503-76.3% | $5,300-70.9% | $9,541-83.8% |