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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 | $61,014 | $92,219-33.8% | $76,767-20.5% | $135,380-54.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.47% | 5.46%-12.9pp | 2.43%-9.9pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,982 | $3,216-38.4% | $2,485-20.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,126 | $4,508-8.5% | $3,852+7.1% | $5,609-26.4% |
| Admin fee / account holder | $654 | $10,749-93.9% | $6,675-90.2% | $10,828-94.0% |