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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 | $64,434 | $85,790-24.9% | $67,313-4.3% | $135,380-52.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -5.54% | -0.54%-5.0pp | -4.08%-1.5pp | 519.81%-525.3pp |
| Employer contribution / active EE | $12,097 | $3,487+246.9% | $2,566+371.5% | $4,779+153.1% |
| Participant deferral / active EE | $11,863 | $4,651+155.1% | $3,568+232.4% | $5,609+111.5% |
| Admin fee / account holder | $6,375 | $6,392-0.3% | $4,507+41.5% | $10,828-41.1% |