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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 | $51,462 | $105,866-51.4% | $90,766-43.3% | $134,545-61.8% |
| Participation rate | 81.0% | 78.3%+2.7pp | 75.7%+5.3pp | 81.2%-0.3pp |
| Annual return | -8.65% | -10.99%+2.3pp | -12.16%+3.5pp | 418.37%-427.0pp |
| Employer contribution / active EE | $3,795 | $3,464+9.5% | $2,922+29.9% | $4,742-20.0% |
| Participant deferral / active EE | $4,162 | $5,217-20.2% | $4,565-8.8% | $6,401-35.0% |
| Admin fee / account holder | $492 | $13,938-96.5% | $8,446-94.2% | $11,431-95.7% |