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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 | $49,064 | $167,522-70.7% | $151,639-67.6% | $134,532-63.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -19.25% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,745 | $6,828-59.8% | $6,165-55.5% | $4,741-42.1% |
| Participant deferral / active EE | $6,108 | $8,986-32.0% | $8,363-27.0% | $6,401-4.6% |
| Admin fee / account holder | $14,368 | $13,780+4.3% | $11,613+23.7% | $11,429+25.7% |