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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 | $60,975 | $97,020-37.2% | $83,322-26.8% | $135,379-55.0% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -8.85% | 12.31%-21.2pp | 10.64%-19.5pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,252 | $4,144-45.7% | $3,379-33.4% | $4,779-52.9% |
| Participant deferral / active EE | $4,658 | $5,964-21.9% | $5,565-16.3% | $5,609-17.0% |
| Admin fee / account holder | $2,544 | $8,426-69.8% | $7,540-66.3% | $10,828-76.5% |