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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 | $90,979 | $112,300-19.0% | $90,223+0.8% | $125,389-27.4% |
| Participation rate | 94.7% | 82.9%+11.9pp | 79.0%+15.7pp | 83.2%+11.5pp |
| Annual return | -2.68% | -0.57%-2.1pp | 1.31%-4.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,158 | $5,181-58.4% | $4,378-50.7% | $4,866-55.7% |
| Participant deferral / active EE | $4,592 | $6,733-31.8% | $5,792-20.7% | $5,352-14.2% |
| Admin fee / account holder | $22,270 | $10,990+102.7% | $7,406+200.7% | $9,541+133.4% |