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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 | $37,842 | $107,809-64.9% | $90,657-58.3% | $135,380-72.0% |
| Participation rate | 85.0% | 78.0%+7.0pp | 74.0%+11.0pp | 82.6%+2.4pp |
| Annual return | -5.57% | -0.90%-4.7pp | 1.89%-7.5pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,380 | $3,018-54.3% | $2,532-45.5% | $4,779-71.1% |
| Participant deferral / active EE | $2,692 | $3,872-30.5% | $3,424-21.4% | $5,609-52.0% |
| Admin fee / account holder | $3,691 | $5,931-37.8% | $4,994-26.1% | $10,828-65.9% |