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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 | $31,217 | $97,020-67.8% | $83,327-62.5% | $135,380-76.9% |
| Participation rate | 86.7% | 80.4%+6.3pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -5.47% | 12.31%-17.8pp | 10.64%-16.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,097 | $4,144-49.4% | $3,379-37.9% | $4,779-56.1% |
| Participant deferral / active EE | $4,085 | $5,964-31.5% | $5,565-26.6% | $5,609-27.2% |
| Admin fee / account holder | $2,160 | $8,426-74.4% | $7,540-71.4% | $10,828-80.0% |