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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 | $47,124 | $158,852-70.3% | $121,220-61.1% | $135,379-65.2% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.8%+19.9pp | 82.6%+9.0pp |
| Annual return | -5.51% | -0.64%-4.9pp | 16.94%-22.4pp | 519.79%-525.3pp |
| Employer contribution / active EE | $3,591 | $5,666-36.6% | $4,023-10.7% | $4,779-24.9% |
| Participant deferral / active EE | $3,591 | $4,006-10.4% | $3,345+7.3% | $5,609-36.0% |
| Admin fee / account holder | $1,017 | $6,515-84.4% | $5,021-79.7% | $10,828-90.6% |