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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 | $51,028 | $167,362-69.5% | $143,799-64.5% | $134,532-62.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -12.37% | 0.47%-12.8pp | -0.04%-12.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $1,563 | $5,620-72.2% | $4,952-68.4% | $4,741-67.0% |
| Participant deferral / active EE | $3,760 | $6,447-41.7% | $5,638-33.3% | $6,401-41.3% |
| Admin fee / account holder | $15,045 | $18,094-16.8% | $14,677+2.5% | $11,429+31.6% |