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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 | $45,599 | $167,533-72.8% | $151,645-69.9% | $134,545-66.1% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.5pp |
| Annual return | -17.00% | 7.81%-24.8pp | 3.34%-20.3pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,668 | $6,828-60.9% | $6,165-56.7% | $4,742-43.7% |
| Participant deferral / active EE | $6,730 | $8,985-25.1% | $8,363-19.5% | $6,401+5.1% |
| Admin fee / account holder | $416 | $13,781-97.0% | $11,614-96.4% | $11,431-96.4% |