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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 | $63,333 | $92,219-31.3% | $76,767-17.5% | $135,380-53.2% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -7.13% | 5.46%-12.6pp | 2.43%-9.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,326 | $3,216-27.7% | $2,485-6.4% | $4,779-51.3% |
| Participant deferral / active EE | $3,627 | $4,508-19.5% | $3,852-5.8% | $5,609-35.3% |
| Admin fee / account holder | $2,663 | $10,749-75.2% | $6,675-60.1% | $10,828-75.4% |