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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 | $97,818 | $107,806-9.3% | $90,655+7.9% | $135,382-27.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -6.74% | -0.90%-5.8pp | 1.89%-8.6pp | 519.77%-526.5pp |
| Employer contribution / active EE | $5,276 | $3,018+74.8% | $2,532+108.4% | $4,779+10.4% |
| Participant deferral / active EE | $1,273 | $3,872-67.1% | $3,425-62.8% | $5,609-77.3% |
| Admin fee / account holder | $4,900 | $5,931-17.4% | $4,994-1.9% | $10,829-54.8% |