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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 | $57,259 | $78,694-27.2% | $67,653-15.4% | $125,388-54.3% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -2.21% | 9.46%-11.7pp | 6625.22%-6627.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,520 | $3,044-50.1% | $2,266-32.9% | $4,866-68.8% |
| Participant deferral / active EE | $4,158 | $4,292-3.1% | $3,560+16.8% | $5,352-22.3% |
| Admin fee / account holder | $5,513 | $7,403-25.5% | $4,821+14.4% | $9,541-42.2% |