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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 | $63,669 | $87,544-27.3% | $75,784-16.0% | $125,388-49.2% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -3.09% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $8,169 | $3,930+107.9% | $3,323+145.8% | $4,866+67.9% |
| Participant deferral / active EE | $5,142 | $4,229+21.6% | $3,652+40.8% | $5,352-3.9% |
| Admin fee / account holder | $3,925 | $6,502-39.6% | $5,300-25.9% | $9,541-58.9% |