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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 | $65,059 | $92,219-29.5% | $76,768-15.3% | $135,379-51.9% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -3.90% | 5.46%-9.4pp | 2.43%-6.3pp | 519.79%-523.7pp |
| Employer contribution / active EE | $5,485 | $3,216+70.6% | $2,485+120.7% | $4,779+14.8% |
| Participant deferral / active EE | $2,509 | $4,508-44.3% | $3,852-34.8% | $5,609-55.3% |
| Admin fee / account holder | $339 | $10,749-96.9% | $6,675-94.9% | $10,828-96.9% |