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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 | $93,641 | $158,852-41.1% | $121,220-22.8% | $135,379-30.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 71.8%+18.2pp | 82.6%+7.4pp |
| Annual return | -1.89% | -0.64%-1.3pp | 16.94%-18.8pp | 519.79%-521.7pp |
| Employer contribution / active EE | $2,079 | $5,666-63.3% | $4,023-48.3% | $4,779-56.5% |
| Participant deferral / active EE | $3,972 | $4,006-0.8% | $3,345+18.7% | $5,609-29.2% |
| Admin fee / account holder | $1,266 | $6,515-80.6% | $5,021-74.8% | $10,828-88.3% |