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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 | $59,597 | $167,522-64.4% | $151,639-60.7% | $134,532-55.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -20.55% | 7.81%-28.4pp | 3.34%-23.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $6,075 | $6,828-11.0% | $6,165-1.5% | $4,741+28.1% |
| Participant deferral / active EE | $4,632 | $8,986-48.5% | $8,363-44.6% | $6,401-27.6% |
| Admin fee / account holder | $3,827 | $13,780-72.2% | $11,613-67.0% | $11,429-66.5% |