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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 | $79,057 | $167,522-52.8% | $151,639-47.9% | $134,532-41.2% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -10.30% | 7.81%-18.1pp | 3.34%-13.6pp | 418.27%-428.6pp |
| Employer contribution / active EE | $2,275 | $6,828-66.7% | $6,165-63.1% | $4,741-52.0% |
| Participant deferral / active EE | $6,421 | $8,986-28.5% | $8,363-23.2% | $6,401+0.3% |
| Admin fee / account holder | $1,985 | $13,780-85.6% | $11,613-82.9% | $11,429-82.6% |