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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 | $90,446 | $95,188-5.0% | $76,518+18.2% | $135,380-33.2% |
| Participation rate | 95.8% | 74.4%+21.4pp | 68.0%+27.8pp | 82.6%+13.2pp |
| Annual return | -6.04% | 4.85%-10.9pp | -0.27%-5.8pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,835 | $3,303-14.2% | $2,647+7.1% | $4,779-40.7% |
| Participant deferral / active EE | $5,717 | $4,640+23.2% | $3,836+49.0% | $5,609+1.9% |
| Admin fee / account holder | $748 | $6,249-88.0% | $4,849-84.6% | $10,828-93.1% |