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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 | $49,631 | $59,107-16.0% | $86,439-42.6% | $68,495-27.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -17.38% | -0.23%-17.1pp | 4395.55%-4412.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,738 | $2,519+8.7% | $3,769-27.4% | $2,596+5.4% |
| Participant deferral / active EE | $5,022 | $5,901-14.9% | $6,952-27.8% | $4,028+24.7% |
| Admin fee / account holder | $2,940 | $5,637-47.8% | $6,732-56.3% | $5,403-45.6% |