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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 | $50,204 | $211,946-76.3% | $169,452-70.4% | $135,379-62.9% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.87% | 3.26%-9.1pp | 1.83%-7.7pp | 519.79%-525.7pp |
| Employer contribution / active EE | $4,760 | $5,117-7.0% | $4,157+14.5% | $4,779-0.4% |
| Participant deferral / active EE | $14,742 | $6,075+142.6% | $5,277+179.4% | $5,609+162.8% |
| Admin fee / account holder | $23,980 | $11,472+109.0% | $9,110+163.2% | $10,828+121.5% |