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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 | $42,979 | $211,946-79.7% | $169,452-74.6% | $135,379-68.3% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -6.12% | 3.26%-9.4pp | 1.83%-8.0pp | 519.79%-525.9pp |
| Employer contribution / active EE | $3,328 | $5,117-35.0% | $4,157-20.0% | $4,779-30.4% |
| Participant deferral / active EE | $8,682 | $6,075+42.9% | $5,277+64.5% | $5,609+54.8% |
| Admin fee / account holder | $12,298 | $11,472+7.2% | $9,110+35.0% | $10,828+13.6% |