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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 | $70,987 | $107,809-34.2% | $90,657-21.7% | $135,379-47.6% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -7.90% | -0.90%-7.0pp | 1.89%-9.8pp | 519.79%-527.7pp |
| Employer contribution / active EE | $843 | $3,018-72.1% | $2,532-66.7% | $4,779-82.4% |
| Participant deferral / active EE | $1,188 | $3,872-69.3% | $3,424-65.3% | $5,609-78.8% |
| Admin fee / account holder | $4,909 | $5,931-17.2% | $4,994-1.7% | $10,828-54.7% |