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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 | $57,178 | $91,911-37.8% | $68,612-16.7% | $135,380-57.8% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | -6.16% | -8.22%+2.1pp | -4.63%-1.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,111 | $3,924-71.7% | $2,625-57.7% | $4,779-76.7% |
| Participant deferral / active EE | $3,193 | $4,315-26.0% | $3,311-3.6% | $5,609-43.1% |
| Admin fee / account holder | $412 | $9,240-95.5% | $5,131-92.0% | $10,828-96.2% |