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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 | $107,482 | $211,946-49.3% | $169,452-36.6% | $135,380-20.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -6.81% | 3.26%-10.1pp | 1.83%-8.6pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,616 | $5,117-9.8% | $4,157+11.0% | $4,779-3.4% |
| Participant deferral / active EE | $7,191 | $6,075+18.4% | $5,277+36.3% | $5,609+28.2% |
| Admin fee / account holder | $1,878 | $11,472-83.6% | $9,110-79.4% | $10,828-82.7% |