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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 | $55,010 | $97,020-43.3% | $83,327-34.0% | $135,380-59.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -5.87% | 12.31%-18.2pp | 10.64%-16.5pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,090 | $4,144-49.6% | $3,379-38.1% | $4,779-56.3% |
| Participant deferral / active EE | $8,781 | $5,964+47.2% | $5,565+57.8% | $5,609+56.6% |
| Admin fee / account holder | $330 | $8,426-96.1% | $7,540-95.6% | $10,828-97.0% |