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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 | $80,545 | $92,219-12.7% | $76,767+4.9% | $135,380-40.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -5.84% | 5.46%-11.3pp | 2.43%-8.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,776 | $3,216-13.7% | $2,485+11.7% | $4,779-41.9% |
| Participant deferral / active EE | $3,870 | $4,508-14.2% | $3,852+0.5% | $5,609-31.0% |
| Admin fee / account holder | $2,749 | $10,749-74.4% | $6,675-58.8% | $10,828-74.6% |