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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 | $32,959 | $87,546-62.4% | $75,784-56.5% | $125,389-73.7% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -0.53% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,772 | $3,930+21.4% | $3,323+43.6% | $4,866-1.9% |
| Participant deferral / active EE | $1,790 | $4,230-57.7% | $3,652-51.0% | $5,352-66.6% |
| Admin fee / account holder | $9,825 | $6,503+51.1% | $5,300+85.4% | $9,541+3.0% |