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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 | $57,458 | $57,352+0.2% | $83,831-31.5% | $64,173-10.5% |
| Participation rate | 92.0% | 68.6%+23.4pp | 76.1%+15.9pp | 69.6%+22.4pp |
| Annual return | -8.03% | 11.38%-19.4pp | 850.99%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,206 | $2,546-13.3% | $3,631-39.3% | $2,381-7.3% |
| Participant deferral / active EE | $4,576 | $2,993+52.9% | $4,082+12.1% | $3,470+31.9% |
| Admin fee / account holder | $1,504 | $4,046-62.8% | $5,479-72.5% | $4,887-69.2% |