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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 | $43,472 | $167,522-74.1% | $151,639-71.3% | $134,532-67.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.95% | 7.81%-26.8pp | 3.34%-22.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,613 | $6,828-76.4% | $6,165-73.8% | $4,741-66.0% |
| Participant deferral / active EE | $10,790 | $8,986+20.1% | $8,363+29.0% | $6,401+68.6% |
| Admin fee / account holder | $1,343 | $13,780-90.3% | $11,613-88.4% | $11,429-88.2% |