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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 | $64,688 | $92,219-29.9% | $76,767-15.7% | $135,380-52.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -5.32% | 5.46%-10.8pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $4,994 | $3,216+55.3% | $2,485+101.0% | $4,779+4.5% |
| Participant deferral / active EE | $1,545 | $4,508-65.7% | $3,852-59.9% | $5,609-72.5% |
| Admin fee / account holder | $5,571 | $10,749-48.2% | $6,675-16.5% | $10,828-48.6% |