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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 | $66,863 | $106,115-37.0% | $85,969-22.2% | $125,393-46.7% |
| Participation rate | 77.3% | 84.1%-6.8pp | 76.5%+0.7pp | 83.2%-5.9pp |
| Annual return | -1.84% | 13.93%-15.8pp | 9.32%-11.2pp | 282.23%-284.1pp |
| Employer contribution / active EE | $15,976 | $4,537+252.1% | $3,474+359.8% | $4,866+228.3% |
| Participant deferral / active EE | $6,988 | $4,859+43.8% | $3,829+82.5% | $5,351+30.6% |
| Admin fee / account holder | $2,385 | $8,144-70.7% | $6,053-60.6% | $9,541-75.0% |