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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 | $54,777 | $97,020-43.5% | $83,327-34.3% | $135,380-59.5% |
| Participation rate | 93.8% | 80.4%+13.3pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -2.90% | 12.31%-15.2pp | 10.64%-13.5pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,866 | $4,144-30.8% | $3,379-15.2% | $4,779-40.0% |
| Participant deferral / active EE | $9,782 | $5,964+64.0% | $5,565+75.8% | $5,609+74.4% |
| Admin fee / account holder | $2,614 | $8,426-69.0% | $7,540-65.3% | $10,828-75.9% |