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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 | $68,140 | $99,032-31.2% | $80,022-14.8% | $135,379-49.7% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -7.69% | 15.39%-23.1pp | 11.22%-18.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,843 | $3,043-6.6% | $2,468+15.2% | $4,779-40.5% |
| Participant deferral / active EE | $6,066 | $4,282+41.7% | $3,686+64.6% | $5,609+8.1% |
| Admin fee / account holder | $10,736 | $10,436+2.9% | $6,521+64.6% | $10,828-0.9% |