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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 | $60,150 | $97,020-38.0% | $83,322-27.8% | $135,379-55.6% |
| Participation rate | 95.2% | 80.4%+14.8pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -5.31% | 12.31%-17.6pp | 10.64%-15.9pp | 519.79%-525.1pp |
| Employer contribution / active EE | $3,000 | $4,144-27.6% | $3,379-11.2% | $4,779-37.2% |
| Participant deferral / active EE | $6,855 | $5,964+14.9% | $5,565+23.2% | $5,609+22.2% |
| Admin fee / account holder | $9,648 | $8,426+14.5% | $7,540+28.0% | $10,828-10.9% |