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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 | $37,514 | $57,352-34.6% | $83,831-55.3% | $64,173-41.5% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -4.89% | 11.38%-16.3pp | 850.99%-855.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,452 | $2,546+35.6% | $3,631-4.9% | $2,381+45.0% |
| Participant deferral / active EE | $1,718 | $2,993-42.6% | $4,082-57.9% | $3,470-50.5% |
| Admin fee / account holder | $11,276 | $4,046+178.7% | $5,479+105.8% | $4,887+130.7% |