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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 | $88,131 | $211,946-58.4% | $169,452-48.0% | $135,380-34.9% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -8.09% | 3.26%-11.4pp | 1.83%-9.9pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,697 | $5,117-47.3% | $4,157-35.1% | $4,779-43.6% |
| Participant deferral / active EE | $6,595 | $6,075+8.5% | $5,277+25.0% | $5,609+17.6% |
| Admin fee / account holder | $823 | $11,472-92.8% | $9,110-91.0% | $10,828-92.4% |