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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 | $87,748 | $97,020-9.6% | $83,322+5.3% | $135,379-35.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.30% | 12.31%-17.6pp | 10.64%-15.9pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,760 | $4,144-57.5% | $3,379-47.9% | $4,779-63.2% |
| Participant deferral / active EE | $5,561 | $5,964-6.8% | $5,565-0.1% | $5,609-0.9% |
| Admin fee / account holder | $5,823 | $8,426-30.9% | $7,540-22.8% | $10,828-46.2% |