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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 | $93,783 | $92,219+1.7% | $76,767+22.2% | $135,380-30.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.70% | 5.46%-11.2pp | 2.43%-8.1pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,082 | $3,216-66.3% | $2,485-56.4% | $4,779-77.4% |
| Participant deferral / active EE | $6,864 | $4,508+52.2% | $3,852+78.2% | $5,609+22.4% |
| Admin fee / account holder | $1,658 | $10,749-84.6% | $6,675-75.2% | $10,828-84.7% |