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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 | $61,397 | $100,805-39.1% | $86,698-29.2% | $134,532-54.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -13.71% | 29.09%-42.8pp | 35.95%-49.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $3,101 | $3,490-11.2% | $2,837+9.3% | $4,741-34.6% |
| Participant deferral / active EE | $8,711 | $5,339+63.1% | $4,656+87.1% | $6,401+36.1% |
| Admin fee / account holder | $10,979 | $10,925+0.5% | $7,493+46.5% | $11,429-3.9% |