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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 | $32,458 | $180,459-82.0% | $154,108-78.9% | $135,380-76.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -1.53% | 888.21%-889.7pp | 735.21%-736.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $4,842 | $6,035-19.8% | $5,298-8.6% | $4,779+1.3% |
| Participant deferral / active EE | $3,388 | $5,806-41.7% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $11,843 | $16,145-26.6% | $13,411-11.7% | $10,828+9.4% |