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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 | $25,961 | $167,533-84.5% | $151,645-82.9% | $134,545-80.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -17.42% | 7.81%-25.2pp | 3.34%-20.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $4,853 | $6,828-28.9% | $6,165-21.3% | $4,742+2.3% |
| Participant deferral / active EE | $3,796 | $8,985-57.8% | $8,363-54.6% | $6,401-40.7% |
| Admin fee / account holder | $2,132 | $13,781-84.5% | $11,614-81.6% | $11,431-81.3% |