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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 | $61,749 | $140,578-56.1% | $100,671-38.7% | $125,389-50.8% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | -2.09% | 24.67%-26.8pp | 20.43%-22.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $4,029 | $5,965-32.5% | $4,012+0.4% | $4,866-17.2% |
| Participant deferral / active EE | $7,190 | $3,981+80.6% | $3,144+128.7% | $5,352+34.3% |
| Admin fee / account holder | $1,053 | $6,716-84.3% | $4,850-78.3% | $9,541-89.0% |