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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 | $50,349 | $69,541-27.6% | $59,899-15.9% | $135,380-62.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.7%+18.2pp | 82.6%+10.2pp |
| Annual return | -6.24% | 7.95%-14.2pp | 3.46%-9.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,959 | $3,236+22.3% | $2,723+45.4% | $4,779-17.2% |
| Participant deferral / active EE | $5,101 | $4,206+21.3% | $3,402+49.9% | $5,609-9.1% |
| Admin fee / account holder | $5,701 | $5,737-0.6% | $3,592+58.7% | $10,828-47.4% |