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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 | $65,114 | $92,219-29.4% | $76,767-15.2% | $135,380-51.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.79% | 5.46%-12.3pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,841 | $3,216-11.7% | $2,485+14.3% | $4,779-40.6% |
| Participant deferral / active EE | $7,115 | $4,508+57.8% | $3,852+84.7% | $5,609+26.8% |
| Admin fee / account holder | $8,104 | $10,749-24.6% | $6,675+21.4% | $10,828-25.2% |