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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 | $56,447 | $78,694-28.3% | $67,652-16.6% | $125,389-55.0% |
| Participation rate | 92.9% | 78.8%+14.1pp | 75.7%+17.2pp | 83.2%+9.7pp |
| Annual return | -2.63% | 9.46%-12.1pp | 6625.40%-6628.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $715 | $3,044-76.5% | $2,266-68.4% | $4,866-85.3% |
| Participant deferral / active EE | $6,413 | $4,292+49.4% | $3,560+80.2% | $5,352+19.8% |
| Admin fee / account holder | $2,801 | $7,403-62.2% | $4,821-41.9% | $9,541-70.6% |