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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 | $41,218 | $211,946-80.6% | $169,452-75.7% | $135,379-69.6% |
| Participation rate | 85.0% | 82.6%+2.4pp | 77.8%+7.2pp | 82.6%+2.4pp |
| Annual return | -8.45% | 3.26%-11.7pp | 1.83%-10.3pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,817 | $5,117-44.9% | $4,157-32.2% | $4,779-41.1% |
| Participant deferral / active EE | $6,378 | $6,075+5.0% | $5,277+20.9% | $5,609+13.7% |
| Admin fee / account holder | $6,801 | $11,472-40.7% | $9,110-25.3% | $10,828-37.2% |