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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 | $59,217 | $92,219-35.8% | $76,766-22.9% | $135,382-56.3% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -6.02% | 5.46%-11.5pp | 2.43%-8.4pp | 519.77%-525.8pp |
| Employer contribution / active EE | $2,167 | $3,216-32.6% | $2,485-12.8% | $4,779-54.7% |
| Participant deferral / active EE | $6,185 | $4,508+37.2% | $3,851+60.6% | $5,609+10.3% |
| Admin fee / account holder | $7,434 | $10,749-30.8% | $6,675+11.4% | $10,829-31.4% |