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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 | $54,491 | $211,946-74.3% | $169,452-67.8% | $135,380-59.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -3.77% | 3.26%-7.0pp | 1.83%-5.6pp | 519.81%-523.6pp |
| Employer contribution / active EE | $1,913 | $5,117-62.6% | $4,157-54.0% | $4,779-60.0% |
| Participant deferral / active EE | $3,190 | $6,075-47.5% | $5,277-39.6% | $5,609-43.1% |
| Admin fee / account holder | $31,826 | $11,472+177.4% | $9,110+249.4% | $10,828+193.9% |