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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 | $75,498 | $95,188-20.7% | $76,518-1.3% | $135,380-44.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -5.26% | 4.85%-10.1pp | -0.27%-5.0pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,266 | $3,303-31.4% | $2,647-14.4% | $4,779-52.6% |
| Participant deferral / active EE | $4,781 | $4,640+3.1% | $3,836+24.7% | $5,609-14.8% |
| Admin fee / account holder | $317 | $6,249-94.9% | $4,849-93.5% | $10,828-97.1% |