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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 | $41,376 | $167,522-75.3% | $151,639-72.7% | $134,532-69.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -19.25% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,801 | $6,828-59.0% | $6,165-54.6% | $4,741-40.9% |
| Participant deferral / active EE | $6,725 | $8,986-25.2% | $8,363-19.6% | $6,401+5.1% |
| Admin fee / account holder | $1,376 | $13,780-90.0% | $11,613-88.2% | $11,429-88.0% |