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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 | $95,810 | $97,020-1.2% | $83,327+15.0% | $135,380-29.2% |
| Participation rate | 78.6% | 80.4%-1.8pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -1.64% | 12.31%-14.0pp | 10.64%-12.3pp | 519.81%-521.4pp |
| Employer contribution / active EE | $1,076 | $4,144-74.0% | $3,379-68.2% | $4,779-77.5% |
| Participant deferral / active EE | $5,074 | $5,964-14.9% | $5,565-8.8% | $5,609-9.5% |
| Admin fee / account holder | $55,012 | $8,426+552.9% | $7,540+629.6% | $10,828+408.0% |