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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 | $95,917-50.7% | $79,583-40.5% | $134,545-64.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -17.67% | -2.70%-15.0pp | 0.16%-17.8pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,300 | $3,129-26.5% | $2,414-4.7% | $4,742-51.5% |
| Participant deferral / active EE | $6,399 | $4,694+36.3% | $3,986+60.6% | $6,4010% |
| Admin fee / account holder | $1,113 | $9,132-87.8% | $6,835-83.7% | $11,431-90.3% |