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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 | $89,776 | $167,533-46.4% | $151,645-40.8% | $134,545-33.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -16.18% | 7.81%-24.0pp | 3.34%-19.5pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,648 | $6,828-61.2% | $6,165-57.1% | $4,742-44.2% |
| Participant deferral / active EE | $3,936 | $8,985-56.2% | $8,363-52.9% | $6,401-38.5% |
| Admin fee / account holder | $544 | $13,781-96.1% | $11,614-95.3% | $11,431-95.2% |