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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 | $88,103 | $158,852-44.5% | $121,220-27.3% | $135,379-34.9% |
| Participation rate | 94.4% | 79.3%+15.1pp | 71.8%+22.7pp | 82.6%+11.8pp |
| Annual return | -2.98% | -0.64%-2.3pp | 16.94%-19.9pp | 519.79%-522.8pp |
| Employer contribution / active EE | $725 | $5,666-87.2% | $4,023-82.0% | $4,779-84.8% |
| Participant deferral / active EE | $2,901 | $4,006-27.6% | $3,345-13.3% | $5,609-48.3% |
| Admin fee / account holder | $1,307 | $6,515-79.9% | $5,021-74.0% | $10,828-87.9% |