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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 | $42,629 | $167,504-74.6% | $151,628-71.9% | $134,509-68.3% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -20.34% | 7.81%-28.1pp | 3.34%-23.7pp | 418.13%-438.5pp |
| Employer contribution / active EE | $4,720 | $6,828-30.9% | $6,165-23.4% | $4,741-0.4% |
| Participant deferral / active EE | $9,790 | $8,985+9.0% | $8,363+17.1% | $6,400+53.0% |
| Admin fee / account holder | $5,808 | $13,779-57.8% | $11,613-50.0% | $11,427-49.2% |