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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 | $70,689 | $142,361-50.3% | $119,608-40.9% | $134,509-47.4% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -17.19% | -12.46%-4.7pp | -14.98%-2.2pp | 418.13%-435.3pp |
| Employer contribution / active EE | $5,143 | $5,224-1.6% | $4,232+21.5% | $4,741+8.5% |
| Participant deferral / active EE | $9,480 | $6,468+46.6% | $5,601+69.2% | $6,400+48.1% |
| Admin fee / account holder | $3,394 | $13,588-75.0% | $10,326-67.1% | $11,427-70.3% |