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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 | $74,371 | $167,522-55.6% | $151,639-51.0% | $134,532-44.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -16.77% | 7.81%-24.6pp | 3.34%-20.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $4,291 | $6,828-37.2% | $6,165-30.4% | $4,741-9.5% |
| Participant deferral / active EE | $7,960 | $8,986-11.4% | $8,363-4.8% | $6,401+24.4% |
| Admin fee / account holder | $462 | $13,780-96.6% | $11,613-96.0% | $11,429-96.0% |