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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 | $56,735 | $107,809-47.4% | $90,657-37.4% | $135,379-58.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -8.99% | -0.90%-8.1pp | 1.89%-10.9pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,337 | $3,018+10.6% | $2,532+31.8% | $4,779-30.2% |
| Participant deferral / active EE | $4,439 | $3,872+14.6% | $3,424+29.6% | $5,609-20.9% |
| Admin fee / account holder | $1,763 | $5,931-70.3% | $4,994-64.7% | $10,828-83.7% |