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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 | $44,675 | $167,352-73.3% | $143,788-68.9% | $134,509-66.8% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -18.56% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,923 | $5,620-48.0% | $4,952-41.0% | $4,741-38.3% |
| Participant deferral / active EE | $6,236 | $6,447-3.3% | $5,638+10.6% | $6,400-2.6% |
| Admin fee / account holder | $967 | $18,091-94.7% | $14,675-93.4% | $11,427-91.5% |