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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 | $33,579 | $135,645-75.2% | $110,243-69.5% | $135,380-75.2% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -0.86% | 513.24%-514.1pp | 314.76%-315.6pp | 519.81%-520.7pp |
| Employer contribution / active EE | $1,807 | $4,907-63.2% | $3,827-52.8% | $4,779-62.2% |
| Participant deferral / active EE | $5,459 | $5,507-0.9% | $4,672+16.8% | $5,609-2.7% |
| Admin fee / account holder | $29,812 | $11,458+160.2% | $8,548+248.8% | $10,828+175.3% |