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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 | $68,231 | $117,623-42.0% | $71,702-4.8% | $134,509-49.3% |
| Participation rate | 91.7% | 68.9%+22.8pp | 62.3%+29.3pp | 81.2%+10.4pp |
| Annual return | -19.05% | 25.44%-44.5pp | 9.14%-28.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,765 | $2,525-30.1% | $1,704+3.6% | $4,741-62.8% |
| Participant deferral / active EE | $4,359 | $3,759+16.0% | $2,658+64.0% | $6,400-31.9% |
| Admin fee / account holder | $6,905 | $6,379+8.2% | $3,974+73.8% | $11,427-39.6% |