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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 | $65,895 | $75,935-13.2% | $60,547+8.8% | $125,389-47.4% |
| Participation rate | 77.8% | 76.5%+1.2pp | 68.0%+9.8pp | 83.2%-5.4pp |
| Annual return | -0.38% | -5.38%+5.0pp | 335.64%-336.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,254 | $3,438-34.4% | $2,419-6.8% | $4,866-53.7% |
| Participant deferral / active EE | $2,912 | $4,506-35.4% | $3,328-12.5% | $5,352-45.6% |
| Admin fee / account holder | $468 | $6,768-93.1% | $4,536-89.7% | $9,541-95.1% |