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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 | $30,624 | $105,867-71.1% | $90,760-66.3% | $134,532-77.2% |
| Participation rate | 92.3% | 78.3%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -17.38% | -10.99%-6.4pp | -12.16%-5.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,594 | $3,464-25.1% | $2,922-11.2% | $4,741-45.3% |
| Participant deferral / active EE | $5,867 | $5,217+12.5% | $4,565+28.5% | $6,401-8.3% |
| Admin fee / account holder | $10,626 | $13,936-23.8% | $8,444+25.8% | $11,429-7.0% |