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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 | $55,943 | $99,032-43.5% | $80,022-30.1% | $135,380-58.7% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -4.43% | 15.39%-19.8pp | 11.22%-15.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,817 | $3,043-40.3% | $2,468-26.4% | $4,779-62.0% |
| Participant deferral / active EE | $3,683 | $4,282-14.0% | $3,686-0.1% | $5,609-34.3% |
| Admin fee / account holder | $4,651 | $10,436-55.4% | $6,521-28.7% | $10,828-57.0% |