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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 | $26,647 | $167,504-84.1% | $151,628-82.4% | $134,509-80.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -21.12% | 7.81%-28.9pp | 3.34%-24.5pp | 418.13%-439.3pp |
| Employer contribution / active EE | $5,255 | $6,828-23.0% | $6,165-14.8% | $4,741+10.9% |
| Participant deferral / active EE | $7,341 | $8,985-18.3% | $8,363-12.2% | $6,400+14.7% |
| Admin fee / account holder | $1,921 | $13,779-86.1% | $11,613-83.5% | $11,427-83.2% |