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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 | $76,573 | $95,917-20.2% | $79,583-3.8% | $134,545-43.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -15.19% | -2.70%-12.5pp | 0.16%-15.3pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,793 | $3,129-42.7% | $2,414-25.7% | $4,742-62.2% |
| Participant deferral / active EE | $5,472 | $4,694+16.6% | $3,986+37.3% | $6,401-14.5% |
| Admin fee / account holder | $4,528 | $9,132-50.4% | $6,835-33.7% | $11,431-60.4% |