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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 | $79,461 | $92,219-13.8% | $76,767+3.5% | $135,380-41.3% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -7.62% | 5.46%-13.1pp | 2.43%-10.1pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,748 | $3,216+16.6% | $2,485+50.8% | $4,779-21.6% |
| Participant deferral / active EE | $7,814 | $4,508+73.3% | $3,852+102.9% | $5,609+39.3% |
| Admin fee / account holder | $12,689 | $10,749+18.0% | $6,675+90.1% | $10,828+17.2% |