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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 | $67,814 | $127,100-46.6% | $105,738-35.9% | $135,379-49.9% |
| Participation rate | 84.2% | 82.7%+1.5pp | 76.3%+7.9pp | 82.6%+1.6pp |
| Annual return | -6.21% | 4.49%-10.7pp | 6.27%-12.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $2,798 | $4,107-31.9% | $3,268-14.4% | $4,779-41.5% |
| Participant deferral / active EE | $6,241 | $5,064+23.2% | $4,080+53.0% | $5,609+11.3% |
| Admin fee / account holder | $451 | $9,087-95.0% | $6,913-93.5% | $10,828-95.8% |