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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 | $41,651 | $92,219-54.8% | $76,766-45.7% | $135,382-69.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -5.16% | 5.46%-10.6pp | 2.43%-7.6pp | 519.77%-524.9pp |
| Employer contribution / active EE | $1,825 | $3,216-43.3% | $2,485-26.6% | $4,779-61.8% |
| Participant deferral / active EE | $6,042 | $4,508+34.0% | $3,851+56.9% | $5,609+7.7% |
| Admin fee / account holder | $22,311 | $10,749+107.6% | $6,675+234.2% | $10,829+106.0% |