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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 | $70,479 | $167,522-57.9% | $151,639-53.5% | $134,532-47.6% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -9.72% | 7.81%-17.5pp | 3.34%-13.1pp | 418.27%-428.0pp |
| Employer contribution / active EE | $2,181 | $6,828-68.1% | $6,165-64.6% | $4,741-54.0% |
| Participant deferral / active EE | $3,659 | $8,986-59.3% | $8,363-56.3% | $6,401-42.8% |
| Admin fee / account holder | $101,933 | $13,780+639.7% | $11,613+777.7% | $11,429+791.9% |