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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 | $30,285 | $211,946-85.7% | $169,452-82.1% | $135,379-77.6% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -7.18% | 3.26%-10.4pp | 1.83%-9.0pp | 519.79%-527.0pp |
| Employer contribution / active EE | $3,027 | $5,117-40.8% | $4,157-27.2% | $4,779-36.7% |
| Participant deferral / active EE | $12,746 | $6,075+109.8% | $5,277+141.5% | $5,609+127.2% |
| Admin fee / account holder | $5,504 | $11,472-52.0% | $9,110-39.6% | $10,828-49.2% |