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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 | $63,615 | $95,867-33.6% | $79,551-20.0% | $134,493-52.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -17.76% | -2.73%-15.0pp | 0.14%-17.9pp | 418.01%-435.8pp |
| Employer contribution / active EE | $3,189 | $3,128+2.0% | $2,413+32.2% | $4,740-32.7% |
| Participant deferral / active EE | $4,659 | $4,692-0.7% | $3,985+16.9% | $6,400-27.2% |
| Admin fee / account holder | $8,807 | $9,127-3.5% | $6,833+28.9% | $11,425-22.9% |