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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 | $61,528 | $175,600-65.0% | $129,110-52.3% | $134,509-54.3% |
| Participation rate | 94.7% | 81.6%+13.2pp | 77.3%+17.5pp | 81.2%+13.5pp |
| Annual return | -16.49% | -11.39%-5.1pp | -10.94%-5.5pp | 418.13%-434.6pp |
| Employer contribution / active EE | $3,327 | $6,355-47.7% | $5,052-34.1% | $4,741-29.8% |
| Participant deferral / active EE | $4,384 | $7,975-45.0% | $6,542-33.0% | $6,400-31.5% |
| Admin fee / account holder | $9,003 | $23,567-61.8% | $14,302-37.0% | $11,427-21.2% |