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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 | $61,536 | $100,811-39.0% | $86,698-29.0% | $134,545-54.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.51% | 29.11%-46.6pp | 35.96%-53.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,733 | $3,490-21.7% | $2,837-3.6% | $4,742-42.4% |
| Participant deferral / active EE | $5,210 | $5,339-2.4% | $4,656+11.9% | $6,401-18.6% |
| Admin fee / account holder | $452 | $10,926-95.9% | $7,492-94.0% | $11,431-96.1% |