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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 | $70,514 | $211,946-66.7% | $169,452-58.4% | $135,380-47.9% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -4.23% | 3.26%-7.5pp | 1.83%-6.1pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,283 | $5,117-74.9% | $4,157-69.1% | $4,779-73.1% |
| Participant deferral / active EE | $11,053 | $6,075+81.9% | $5,277+109.5% | $5,609+97.1% |
| Admin fee / account holder | $3,629 | $11,472-68.4% | $9,110-60.2% | $10,828-66.5% |