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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 | $45,406 | $158,852-71.4% | $121,220-62.5% | $135,379-66.5% |
| Participation rate | 90.9% | 79.3%+11.6pp | 71.8%+19.1pp | 82.6%+8.3pp |
| Annual return | -5.25% | -0.64%-4.6pp | 16.94%-22.2pp | 519.79%-525.0pp |
| Employer contribution / active EE | $4,003 | $5,666-29.3% | $4,023-0.5% | $4,779-16.2% |
| Participant deferral / active EE | $4,023 | $4,006+0.4% | $3,345+20.3% | $5,609-28.3% |
| Admin fee / account holder | $2,794 | $6,515-57.1% | $5,021-44.3% | $10,828-74.2% |