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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 | $86,906 | $82,314+5.6% | $68,808+26.3% | $134,532-35.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -6.33% | -2.18%-4.1pp | -6.37%0pp | 418.27%-424.6pp |
| Employer contribution / active EE | $2,439 | $3,301-26.1% | $2,656-8.2% | $4,741-48.6% |
| Participant deferral / active EE | $4,074 | $4,740-14.1% | $3,942+3.3% | $6,401-36.4% |
| Admin fee / account holder | $1,997 | $6,484-69.2% | $4,936-59.5% | $11,429-82.5% |