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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 | $82,672 | $112,300-26.4% | $90,223-8.4% | $125,389-34.1% |
| Participation rate | 77.8% | 82.9%-5.1pp | 79.0%-1.3pp | 83.2%-5.4pp |
| Annual return | -1.99% | -0.57%-1.4pp | 1.31%-3.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $5,232 | $5,181+1.0% | $4,378+19.5% | $4,866+7.5% |
| Participant deferral / active EE | $8,550 | $6,733+27.0% | $5,792+47.6% | $5,352+59.8% |
| Admin fee / account holder | $20,350 | $10,990+85.2% | $7,406+174.8% | $9,541+113.3% |