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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 | $79,944 | $158,852-49.7% | $121,220-34.1% | $135,380-40.9% |
| Participation rate | 95.0% | 79.3%+15.7pp | 71.8%+23.2pp | 82.6%+12.4pp |
| Annual return | -6.99% | -0.64%-6.4pp | 16.94%-23.9pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,349 | $5,666+12.1% | $4,023+57.8% | $4,779+32.9% |
| Participant deferral / active EE | $7,204 | $4,006+79.9% | $3,345+115.4% | $5,609+28.4% |
| Admin fee / account holder | $746 | $6,515-88.6% | $5,021-85.1% | $10,828-93.1% |