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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 | $71,089 | $95,188-25.3% | $76,518-7.1% | $135,380-47.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -6.86% | 4.85%-11.7pp | -0.27%-6.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $9,218 | $3,303+179.1% | $2,647+248.2% | $4,779+92.9% |
| Participant deferral / active EE | $12,900 | $4,640+178.0% | $3,836+236.3% | $5,609+130.0% |
| Admin fee / account holder | $2,236 | $6,249-64.2% | $4,849-53.9% | $10,828-79.4% |