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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 | $45,780 | $95,188-51.9% | $76,518-40.2% | $135,379-66.2% |
| Participation rate | 94.1% | 74.4%+19.7pp | 68.0%+26.1pp | 82.6%+11.5pp |
| Annual return | -7.52% | 4.85%-12.4pp | -0.27%-7.3pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,861 | $3,303-13.4% | $2,647+8.1% | $4,779-40.1% |
| Participant deferral / active EE | $6,549 | $4,640+41.1% | $3,836+70.7% | $5,609+16.8% |
| Admin fee / account holder | $2,142 | $6,249-65.7% | $4,849-55.8% | $10,828-80.2% |