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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 | $62,178 | $92,219-32.6% | $76,768-19.0% | $135,379-54.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -7.05% | 5.46%-12.5pp | 2.43%-9.5pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,811 | $3,216-43.7% | $2,485-27.1% | $4,779-62.1% |
| Participant deferral / active EE | $3,841 | $4,508-14.8% | $3,852-0.3% | $5,609-31.5% |
| Admin fee / account holder | $3,947 | $10,749-63.3% | $6,675-40.9% | $10,828-63.5% |