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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 | $87,409 | $211,946-58.8% | $169,452-48.4% | $135,380-35.4% |
| Participation rate | 93.8% | 82.6%+11.1pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -4.48% | 3.26%-7.7pp | 1.83%-6.3pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,077 | $5,117-79.0% | $4,157-74.1% | $4,779-77.5% |
| Participant deferral / active EE | $5,103 | $6,075-16.0% | $5,277-3.3% | $5,609-9.0% |
| Admin fee / account holder | $21,379 | $11,472+86.4% | $9,110+134.7% | $10,828+97.4% |