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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 | $51,584 | $87,546-41.1% | $75,784-31.9% | $125,389-58.9% |
| Participation rate | 78.9% | 80.2%-1.2pp | 75.8%+3.1pp | 83.2%-4.2pp |
| Annual return | -1.00% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,022 | $3,930-48.5% | $3,323-39.2% | $4,866-58.4% |
| Participant deferral / active EE | $5,726 | $4,230+35.4% | $3,652+56.8% | $5,352+7.0% |
| Admin fee / account holder | $14,936 | $6,503+129.7% | $5,300+181.8% | $9,541+56.6% |