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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 | $88,558 | $95,188-7.0% | $76,518+15.7% | $135,380-34.6% |
| Participation rate | 72.2% | 74.4%-2.2pp | 68.0%+4.2pp | 82.6%-10.4pp |
| Annual return | -6.08% | 4.85%-10.9pp | -0.27%-5.8pp | 519.81%-525.9pp |
| Employer contribution / active EE | $837 | $3,303-74.6% | $2,647-68.4% | $4,779-82.5% |
| Participant deferral / active EE | $2,943 | $4,640-36.6% | $3,836-23.3% | $5,609-47.5% |
| Admin fee / account holder | $4,607 | $6,249-26.3% | $4,849-5.0% | $10,828-57.5% |