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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 | $58,420 | $94,529-38.2% | $140,019-58.3% | $64,173-9.0% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | -5.09% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,367 | $3,812-37.9% | $5,605-57.8% | $2,381-0.6% |
| Participant deferral / active EE | $5,423 | $5,250+3.3% | $6,927-21.7% | $3,470+56.3% |
| Admin fee / account holder | $721 | $6,741-89.3% | $10,705-93.3% | $4,887-85.2% |