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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 | $62,517 | $92,219-32.2% | $76,768-18.6% | $135,379-53.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -8.23% | 5.46%-13.7pp | 2.43%-10.7pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,154 | $3,216-64.1% | $2,485-53.6% | $4,779-75.8% |
| Participant deferral / active EE | $1,609 | $4,508-64.3% | $3,852-58.2% | $5,609-71.3% |
| Admin fee / account holder | $8,507 | $10,749-20.9% | $6,675+27.4% | $10,828-21.4% |