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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 | $43,658 | $100,811-56.7% | $86,698-49.6% | $134,545-67.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -17.20% | 29.11%-46.3pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,559 | $3,490+2.0% | $2,837+25.4% | $4,742-24.9% |
| Participant deferral / active EE | $6,560 | $5,339+22.9% | $4,656+40.9% | $6,401+2.5% |
| Admin fee / account holder | $7,867 | $10,926-28.0% | $7,492+5.0% | $11,431-31.2% |