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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 | $57,851 | $97,020-40.4% | $83,322-30.6% | $135,379-57.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.10% | 12.31%-17.4pp | 10.64%-15.7pp | 519.79%-524.9pp |
| Employer contribution / active EE | $2,997 | $4,144-27.7% | $3,379-11.3% | $4,779-37.3% |
| Participant deferral / active EE | $10,091 | $5,964+69.2% | $5,565+81.3% | $5,609+79.9% |
| Admin fee / account holder | $3,983 | $8,426-52.7% | $7,540-47.2% | $10,828-63.2% |