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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 | $58,281 | $97,020-39.9% | $83,327-30.1% | $135,380-56.9% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -7.05% | 12.31%-19.4pp | 10.64%-17.7pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,649 | $4,144-36.1% | $3,379-21.6% | $4,779-44.6% |
| Participant deferral / active EE | $8,537 | $5,964+43.1% | $5,565+53.4% | $5,609+52.2% |
| Admin fee / account holder | $2,976 | $8,426-64.7% | $7,540-60.5% | $10,828-72.5% |