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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 | $29,393 | $97,027-69.7% | $83,323-64.7% | $135,382-78.3% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -6.57% | 12.31%-18.9pp | 10.63%-17.2pp | 519.77%-526.3pp |
| Employer contribution / active EE | $3,499 | $4,143-15.5% | $3,379+3.6% | $4,779-26.8% |
| Participant deferral / active EE | $6,046 | $5,964+1.4% | $5,565+8.6% | $5,609+7.8% |
| Admin fee / account holder | $1,939 | $8,427-77.0% | $7,539-74.3% | $10,829-82.1% |