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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 | $57,480 | $100,805-43.0% | $86,698-33.7% | $134,532-57.3% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -5.62% | 29.09%-34.7pp | 35.95%-41.6pp | 418.27%-423.9pp |
| Employer contribution / active EE | $860 | $3,490-75.4% | $2,837-69.7% | $4,741-81.9% |
| Participant deferral / active EE | $7,583 | $5,339+42.0% | $4,656+62.9% | $6,401+18.5% |
| Admin fee / account holder | $8,090 | $10,925-26.0% | $7,493+8.0% | $11,429-29.2% |