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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 | $51,318 | $85,790-40.2% | $67,313-23.8% | $135,380-62.1% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -7.36% | -0.54%-6.8pp | -4.08%-3.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,060 | $3,487-40.9% | $2,566-19.7% | $4,779-56.9% |
| Participant deferral / active EE | $4,390 | $4,651-5.6% | $3,568+23.0% | $5,609-21.7% |
| Admin fee / account holder | $7,450 | $6,392+16.5% | $4,507+65.3% | $10,828-31.2% |