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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 | $58,687 | $95,917-38.8% | $79,583-26.3% | $134,545-56.4% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -15.06% | -2.70%-12.4pp | 0.16%-15.2pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,566 | $3,129-50.0% | $2,414-35.1% | $4,742-67.0% |
| Participant deferral / active EE | $2,702 | $4,694-42.4% | $3,986-32.2% | $6,401-57.8% |
| Admin fee / account holder | $2,277 | $9,132-75.1% | $6,835-66.7% | $11,431-80.1% |