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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 | $53,621 | $97,020-44.7% | $83,322-35.6% | $135,379-60.4% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.6pp | 82.6%+9.7pp |
| Annual return | -6.14% | 12.31%-18.5pp | 10.64%-16.8pp | 519.79%-525.9pp |
| Employer contribution / active EE | $2,653 | $4,144-36.0% | $3,379-21.5% | $4,779-44.5% |
| Participant deferral / active EE | $10,630 | $5,964+78.2% | $5,565+91.0% | $5,609+89.5% |
| Admin fee / account holder | $12,780 | $8,426+51.7% | $7,540+69.5% | $10,828+18.0% |