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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 | $50,023 | $167,352-70.1% | $143,788-65.2% | $134,509-62.8% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -14.58% | 0.47%-15.0pp | -0.03%-14.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $1,792 | $5,620-68.1% | $4,952-63.8% | $4,741-62.2% |
| Participant deferral / active EE | $4,566 | $6,447-29.2% | $5,638-19.0% | $6,400-28.7% |
| Admin fee / account holder | $906 | $18,091-95.0% | $14,675-93.8% | $11,427-92.1% |