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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 | $30,831 | $211,946-85.5% | $169,452-81.8% | $135,382-77.2% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -5.71% | 3.26%-9.0pp | 1.83%-7.5pp | 519.77%-525.5pp |
| Employer contribution / active EE | $2,726 | $5,117-46.7% | $4,157-34.4% | $4,779-43.0% |
| Participant deferral / active EE | $5,204 | $6,075-14.3% | $5,277-1.4% | $5,609-7.2% |
| Admin fee / account holder | $2,315 | $11,472-79.8% | $9,110-74.6% | $10,829-78.6% |