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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 | $67,849 | $211,946-68.0% | $169,452-60.0% | $135,380-49.9% |
| Participation rate | 92.9% | 82.6%+10.2pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -5.53% | 3.26%-8.8pp | 1.83%-7.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,402 | $5,117-72.6% | $4,157-66.3% | $4,779-70.7% |
| Participant deferral / active EE | $8,931 | $6,075+47.0% | $5,277+69.2% | $5,609+59.2% |
| Admin fee / account holder | $24,443 | $11,472+113.1% | $9,110+168.3% | $10,828+125.7% |