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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 | $67,416 | $99,032-31.9% | $80,022-15.8% | $135,380-50.2% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | -5.66% | 15.39%-21.0pp | 11.22%-16.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,092 | $3,043-31.3% | $2,468-15.2% | $4,779-56.2% |
| Participant deferral / active EE | $3,526 | $4,282-17.6% | $3,686-4.3% | $5,609-37.1% |
| Admin fee / account holder | $1,040 | $10,436-90.0% | $6,521-84.1% | $10,828-90.4% |