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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 | $55,400 | $99,032-44.1% | $80,022-30.8% | $135,380-59.1% |
| Participation rate | 94.4% | 78.4%+16.1pp | 75.8%+18.6pp | 82.6%+11.8pp |
| Annual return | -7.25% | 15.39%-22.6pp | 11.22%-18.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,717 | $3,043-43.6% | $2,468-30.4% | $4,779-64.1% |
| Participant deferral / active EE | $2,650 | $4,282-38.1% | $3,686-28.1% | $5,609-52.8% |
| Admin fee / account holder | $15,057 | $10,436+44.3% | $6,521+130.9% | $10,828+39.1% |