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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 | $35,743 | $95,917-62.7% | $79,583-55.1% | $134,545-73.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -13.79% | -2.70%-11.1pp | 0.16%-13.9pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,662 | $3,129-46.9% | $2,414-31.2% | $4,742-65.0% |
| Participant deferral / active EE | $2,074 | $4,694-55.8% | $3,986-48.0% | $6,401-67.6% |
| Admin fee / account holder | $5,050 | $9,132-44.7% | $6,835-26.1% | $11,431-55.8% |