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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 | $59,928 | $100,811-40.6% | $86,698-30.9% | $134,545-55.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -1.55% | 29.11%-30.7pp | 35.96%-37.5pp | 418.37%-419.9pp |
| Employer contribution / active EE | $1,393 | $3,490-60.1% | $2,837-50.9% | $4,742-70.6% |
| Participant deferral / active EE | $1,775 | $5,339-66.8% | $4,656-61.9% | $6,401-72.3% |
| Admin fee / account holder | $48,787 | $10,926+346.5% | $7,492+551.2% | $11,431+326.8% |