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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 | $69,740 | $92,219-24.4% | $76,766-9.2% | $135,382-48.5% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -6.25% | 5.46%-11.7pp | 2.43%-8.7pp | 519.77%-526.0pp |
| Employer contribution / active EE | $1,420 | $3,216-55.9% | $2,485-42.9% | $4,779-70.3% |
| Participant deferral / active EE | $2,374 | $4,508-47.3% | $3,851-38.4% | $5,609-57.7% |
| Admin fee / account holder | $5,172 | $10,749-51.9% | $6,675-22.5% | $10,829-52.2% |