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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 | $52,333 | $105,861-50.6% | $90,756-42.3% | $134,509-61.1% |
| Participation rate | 95.2% | 78.2%+17.0pp | 75.7%+19.5pp | 81.2%+14.0pp |
| Annual return | -15.67% | -10.99%-4.7pp | -12.16%-3.5pp | 418.13%-433.8pp |
| Employer contribution / active EE | $1,143 | $3,463-67.0% | $2,922-60.9% | $4,741-75.9% |
| Participant deferral / active EE | $1,517 | $5,217-70.9% | $4,565-66.8% | $6,400-76.3% |
| Admin fee / account holder | $7,516 | $13,938-46.1% | $8,445-11.0% | $11,427-34.2% |