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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 | $60,019 | $99,032-39.4% | $80,022-25.0% | $135,380-55.7% |
| Participation rate | 95.8% | 78.4%+17.5pp | 75.8%+20.0pp | 82.6%+13.2pp |
| Annual return | -3.69% | 15.39%-19.1pp | 11.22%-14.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,971 | $3,043+30.5% | $2,468+60.9% | $4,779-16.9% |
| Participant deferral / active EE | $3,243 | $4,282-24.3% | $3,686-12.0% | $5,609-42.2% |
| Admin fee / account holder | $12,222 | $10,436+17.1% | $6,521+87.4% | $10,828+12.9% |