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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 | $47,905 | $167,522-71.4% | $151,639-68.4% | $134,532-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.30% | 7.81%-22.1pp | 3.34%-17.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,997 | $6,828-41.5% | $6,165-35.2% | $4,741-15.7% |
| Participant deferral / active EE | $9,607 | $8,986+6.9% | $8,363+14.9% | $6,401+50.1% |
| Admin fee / account holder | $12,308 | $13,780-10.7% | $11,613+6.0% | $11,429+7.7% |