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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 | $98,359 | $105,861-7.1% | $90,756+8.4% | $134,509-26.9% |
| Participation rate | 95.7% | 78.2%+17.4pp | 75.7%+20.0pp | 81.2%+14.4pp |
| Annual return | -6.00% | -10.99%+5.0pp | -12.16%+6.2pp | 418.13%-424.1pp |
| Employer contribution / active EE | $785 | $3,463-77.3% | $2,922-73.1% | $4,741-83.4% |
| Participant deferral / active EE | $5,299 | $5,217+1.6% | $4,565+16.1% | $6,400-17.2% |
| Admin fee / account holder | $534 | $13,938-96.2% | $8,445-93.7% | $11,427-95.3% |