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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 | $48,733 | $78,694-38.1% | $67,652-28.0% | $125,389-61.1% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | -1.22% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,554 | $3,044-16.1% | $2,266+12.7% | $4,866-47.5% |
| Participant deferral / active EE | $4,299 | $4,292+0.2% | $3,560+20.8% | $5,352-19.7% |
| Admin fee / account holder | $2,364 | $7,403-68.1% | $4,821-51.0% | $9,541-75.2% |