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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 | $96,307 | $97,027-0.7% | $83,323+15.6% | $135,382-28.9% |
| Participation rate | 78.6% | 80.4%-1.8pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -3.27% | 12.31%-15.6pp | 10.63%-13.9pp | 519.77%-523.0pp |
| Employer contribution / active EE | $2,128 | $4,143-48.6% | $3,379-37.0% | $4,779-55.5% |
| Participant deferral / active EE | $5,716 | $5,964-4.2% | $5,565+2.7% | $5,609+1.9% |
| Admin fee / account holder | $11,194 | $8,427+32.8% | $7,539+48.5% | $10,829+3.4% |