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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 | $50,382 | $69,518-27.5% | $59,887-15.9% | $135,379-62.8% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.0pp | 82.6%+11.1pp |
| Annual return | -4.80% | 7.95%-12.7pp | 3.46%-8.3pp | 519.79%-524.6pp |
| Employer contribution / active EE | $8,593 | $3,235+165.6% | $2,722+215.6% | $4,779+79.8% |
| Participant deferral / active EE | $11,099 | $4,204+164.0% | $3,402+226.2% | $5,609+97.9% |
| Admin fee / account holder | $1,174 | $5,734-79.5% | $3,591-67.3% | $10,828-89.2% |