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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 | $61,073 | $99,032-38.3% | $80,022-23.7% | $135,380-54.9% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -7.71% | 15.39%-23.1pp | 11.22%-18.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,573 | $3,043-48.3% | $2,468-36.3% | $4,779-67.1% |
| Participant deferral / active EE | $2,982 | $4,282-30.4% | $3,686-19.1% | $5,609-46.8% |
| Admin fee / account holder | $6,355 | $10,436-39.1% | $6,521-2.6% | $10,828-41.3% |