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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 | $58,846 | $92,219-36.2% | $76,767-23.3% | $135,380-56.5% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | -7.24% | 5.46%-12.7pp | 2.43%-9.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,438 | $3,216-55.3% | $2,485-42.1% | $4,779-69.9% |
| Participant deferral / active EE | $8,568 | $4,508+90.0% | $3,852+122.4% | $5,609+52.8% |
| Admin fee / account holder | $7,550 | $10,749-29.8% | $6,675+13.1% | $10,828-30.3% |