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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 | $57,402 | $167,352-65.7% | $143,788-60.1% | $134,509-57.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.15% | 0.47%-11.6pp | -0.03%-11.1pp | 418.13%-429.3pp |
| Employer contribution / active EE | $2,023 | $5,620-64.0% | $4,952-59.1% | $4,741-57.3% |
| Participant deferral / active EE | $6,267 | $6,447-2.8% | $5,638+11.2% | $6,400-2.1% |
| Admin fee / account holder | $487 | $18,091-97.3% | $14,675-96.7% | $11,427-95.7% |