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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 | $87,157 | $92,219-5.5% | $76,768+13.5% | $135,379-35.6% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -3.35% | 5.46%-8.8pp | 2.43%-5.8pp | 519.79%-523.1pp |
| Employer contribution / active EE | $1,636 | $3,216-49.1% | $2,485-34.2% | $4,779-65.8% |
| Participant deferral / active EE | $7,412 | $4,508+64.4% | $3,852+92.4% | $5,609+32.1% |
| Admin fee / account holder | $6,868 | $10,749-36.1% | $6,675+2.9% | $10,828-36.6% |