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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 | $41,805 | $158,852-73.7% | $121,220-65.5% | $135,380-69.1% |
| Participation rate | 86.4% | 79.3%+7.1pp | 71.8%+14.6pp | 82.6%+3.7pp |
| Annual return | -7.85% | -0.64%-7.2pp | 16.94%-24.8pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,362 | $5,666-40.7% | $4,023-16.4% | $4,779-29.7% |
| Participant deferral / active EE | $2,583 | $4,006-35.5% | $3,345-22.8% | $5,609-54.0% |
| Admin fee / account holder | $1,194 | $6,515-81.7% | $5,021-76.2% | $10,828-89.0% |