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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 | $60,173 | $95,895-37.3% | $79,576-24.4% | $134,509-55.3% |
| Participation rate | 86.4% | 75.0%+11.3pp | 69.5%+16.9pp | 81.2%+5.1pp |
| Annual return | -15.44% | -2.72%-12.7pp | 0.15%-15.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $2,840 | $3,128-9.2% | $2,413+17.7% | $4,741-40.1% |
| Participant deferral / active EE | $4,630 | $4,693-1.4% | $3,985+16.2% | $6,400-27.7% |
| Admin fee / account holder | $1,115 | $9,129-87.8% | $6,834-83.7% | $11,427-90.2% |