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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 | $55,190 | $100,811-45.3% | $86,698-36.3% | $134,545-59.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -13.11% | 29.11%-42.2pp | 35.96%-49.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,911 | $3,490-16.6% | $2,837+2.6% | $4,742-38.6% |
| Participant deferral / active EE | $8,863 | $5,339+66.0% | $4,656+90.4% | $6,401+38.5% |
| Admin fee / account holder | $13,165 | $10,926+20.5% | $7,492+75.7% | $11,431+15.2% |