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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 | $70,997 | $99,032-28.3% | $80,022-11.3% | $135,379-47.6% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -5.47% | 15.39%-20.9pp | 11.22%-16.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,007 | $3,043-34.1% | $2,468-18.7% | $4,779-58.0% |
| Participant deferral / active EE | $4,505 | $4,282+5.2% | $3,686+22.2% | $5,609-19.7% |
| Admin fee / account holder | $30,350 | $10,436+190.8% | $6,521+365.4% | $10,828+180.3% |