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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 | $80,573 | $167,522-51.9% | $151,639-46.9% | $134,532-40.1% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -19.60% | 7.81%-27.4pp | 3.34%-22.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,765 | $6,828-44.9% | $6,165-38.9% | $4,741-20.6% |
| Participant deferral / active EE | $4,814 | $8,986-46.4% | $8,363-42.4% | $6,401-24.8% |
| Admin fee / account holder | $1,553 | $13,780-88.7% | $11,613-86.6% | $11,429-86.4% |