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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 | $72,470 | $211,946-65.8% | $169,452-57.2% | $135,382-46.5% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -5.89% | 3.26%-9.2pp | 1.83%-7.7pp | 519.77%-525.7pp |
| Employer contribution / active EE | $6,061 | $5,117+18.4% | $4,157+45.8% | $4,779+26.8% |
| Participant deferral / active EE | $3,084 | $6,075-49.2% | $5,277-41.6% | $5,609-45.0% |
| Admin fee / account holder | $3,993 | $11,472-65.2% | $9,110-56.2% | $10,829-63.1% |