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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 | $60,705 | $211,946-71.4% | $169,452-64.2% | $135,382-55.2% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -6.39% | 3.26%-9.7pp | 1.83%-8.2pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,330 | $5,117-74.0% | $4,157-68.0% | $4,779-72.2% |
| Participant deferral / active EE | $2,624 | $6,075-56.8% | $5,277-50.3% | $5,609-53.2% |
| Admin fee / account holder | $2,358 | $11,472-79.4% | $9,110-74.1% | $10,829-78.2% |