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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 | $50,627 | $158,852-68.1% | $121,220-58.2% | $135,380-62.6% |
| Participation rate | 82.4% | 79.3%+3.0pp | 71.8%+10.6pp | 82.6%-0.3pp |
| Annual return | -1.84% | -0.64%-1.2pp | 16.94%-18.8pp | 519.81%-521.6pp |
| Employer contribution / active EE | $2,431 | $5,666-57.1% | $4,023-39.6% | $4,779-49.1% |
| Participant deferral / active EE | $5,627 | $4,006+40.5% | $3,345+68.2% | $5,609+0.3% |
| Admin fee / account holder | $4,327 | $6,515-33.6% | $5,021-13.8% | $10,828-60.0% |