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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 | $83,050 | $95,193-12.8% | $76,523+8.5% | $135,382-38.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -4.61% | 4.85%-9.5pp | -0.27%-4.3pp | 519.77%-524.4pp |
| Employer contribution / active EE | $2,463 | $3,302-25.4% | $2,647-6.9% | $4,779-48.5% |
| Participant deferral / active EE | $4,251 | $4,639-8.4% | $3,835+10.8% | $5,609-24.2% |
| Admin fee / account holder | $19,731 | $6,249+215.8% | $4,848+307.0% | $10,829+82.2% |