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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 | $88,607 | $211,946-58.2% | $169,452-47.7% | $135,379-34.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.64% | 3.26%-8.9pp | 1.83%-7.5pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,752 | $5,117-65.8% | $4,157-57.9% | $4,779-63.3% |
| Participant deferral / active EE | $5,465 | $6,075-10.0% | $5,277+3.6% | $5,609-2.6% |
| Admin fee / account holder | $15,291 | $11,472+33.3% | $9,110+67.9% | $10,828+41.2% |