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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 | $36,212 | $147,167-75.4% | $111,392-67.5% | $135,380-73.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 78.9%+11.1pp | 82.6%+7.4pp |
| Annual return | -5.15% | -4.44%-0.7pp | -2.06%-3.1pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,872 | $5,204-64.0% | $4,328-56.7% | $4,779-60.8% |
| Participant deferral / active EE | $5,788 | $6,565-11.8% | $5,567+4.0% | $5,609+3.2% |
| Admin fee / account holder | $371 | $20,270-98.2% | $12,266-97.0% | $10,828-96.6% |