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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 | $77,850 | $69,541+11.9% | $59,899+30.0% | $135,380-42.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | -1.54% | 7.95%-9.5pp | 3.46%-5.0pp | 519.81%-521.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,534 | $4,206+31.6% | $3,402+62.6% | $5,609-1.3% |
| Admin fee / account holder | $1,048 | $5,737-81.7% | $3,592-70.8% | $10,828-90.3% |