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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 | $42,248 | $92,219-54.2% | $76,768-45.0% | $135,379-68.8% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -8.38% | 5.46%-13.8pp | 2.43%-10.8pp | 519.79%-528.2pp |
| Employer contribution / active EE | $7,438 | $3,216+131.3% | $2,485+199.3% | $4,779+55.6% |
| Participant deferral / active EE | $3,710 | $4,508-17.7% | $3,852-3.7% | $5,609-33.9% |
| Admin fee / account holder | $5,593 | $10,749-48.0% | $6,675-16.2% | $10,828-48.3% |