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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 | $43,190 | $127,386-66.1% | $115,037-62.5% | $125,393-65.6% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -1.79% | 31.28%-33.1pp | 26.14%-27.9pp | 282.23%-284.0pp |
| Employer contribution / active EE | $2,994 | $5,166-42.0% | $4,608-35.0% | $4,866-38.5% |
| Participant deferral / active EE | $10,461 | $6,423+62.9% | $6,026+73.6% | $5,351+95.5% |
| Admin fee / account holder | $2,558 | $9,516-73.1% | $8,175-68.7% | $9,541-73.2% |