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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 | $58,522 | $105,866-44.7% | $90,766-35.5% | $134,545-56.5% |
| Participation rate | 84.2% | 78.3%+6.0pp | 75.7%+8.5pp | 81.2%+3.0pp |
| Annual return | -18.13% | -10.99%-7.1pp | -12.16%-6.0pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,330 | $3,464-32.7% | $2,922-20.3% | $4,742-50.9% |
| Participant deferral / active EE | $5,665 | $5,217+8.6% | $4,565+24.1% | $6,401-11.5% |
| Admin fee / account holder | $405 | $13,938-97.1% | $8,446-95.2% | $11,431-96.5% |