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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 | $84,354 | $97,020-13.1% | $83,322+1.2% | $135,379-37.7% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.2pp | 82.6%+8.3pp |
| Annual return | -0.81% | 12.31%-13.1pp | 10.64%-11.4pp | 519.79%-520.6pp |
| Employer contribution / active EE | $2,173 | $4,144-47.5% | $3,379-35.7% | $4,779-54.5% |
| Participant deferral / active EE | $6,535 | $5,964+9.6% | $5,565+17.4% | $5,609+16.5% |
| Admin fee / account holder | $1,274 | $8,426-84.9% | $7,540-83.1% | $10,828-88.2% |