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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 | $55,299 | $77,817-28.9% | $123,553-55.2% | $64,173-13.8% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -2.54% | 12.49%-15.0pp | 119.21%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,147 | $5,240+93.6% | $6,426+57.9% | $3,470+192.5% |
| Admin fee / account holder | $7,701 | $5,519+39.5% | $9,284-17.1% | $4,887+57.6% |