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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 | $47,332 | $95,867-50.6% | $79,551-40.5% | $134,493-64.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -17.67% | -2.73%-14.9pp | 0.14%-17.8pp | 418.01%-435.7pp |
| Employer contribution / active EE | $2,300 | $3,128-26.5% | $2,413-4.7% | $4,740-51.5% |
| Participant deferral / active EE | $6,399 | $4,692+36.4% | $3,985+60.6% | $6,4000% |
| Admin fee / account holder | $1,113 | $9,127-87.8% | $6,833-83.7% | $11,425-90.3% |