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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 | $61,100 | $95,188-35.8% | $76,518-20.1% | $135,379-54.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.88% | 4.85%-13.7pp | -0.27%-8.6pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,292 | $3,303-60.9% | $2,647-51.2% | $4,779-73.0% |
| Participant deferral / active EE | $5,777 | $4,640+24.5% | $3,836+50.6% | $5,609+3.0% |
| Admin fee / account holder | $575 | $6,249-90.8% | $4,849-88.1% | $10,828-94.7% |