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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 | $59,316 | $158,827-62.7% | $121,208-51.1% | $135,382-56.2% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.8%+17.1pp | 82.6%+6.2pp |
| Annual return | -6.11% | -0.64%-5.5pp | 16.93%-23.0pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,070 | $5,666-81.1% | $4,023-73.4% | $4,779-77.6% |
| Participant deferral / active EE | $3,548 | $4,006-11.4% | $3,345+6.1% | $5,609-36.7% |
| Admin fee / account holder | $8,797 | $6,514+35.1% | $5,020+75.2% | $10,829-18.8% |