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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 | $39,382 | $95,188-58.6% | $76,518-48.5% | $135,380-70.9% |
| Participation rate | 85.0% | 74.4%+10.6pp | 68.0%+17.0pp | 82.6%+2.4pp |
| Annual return | -1.71% | 4.85%-6.6pp | -0.27%-1.4pp | 519.81%-521.5pp |
| Employer contribution / active EE | $3,308 | $3,303+0.1% | $2,647+24.9% | $4,779-30.8% |
| Participant deferral / active EE | $8,564 | $4,640+84.6% | $3,836+123.3% | $5,609+52.7% |
| Admin fee / account holder | $37,053 | $6,249+492.9% | $4,849+664.2% | $10,828+242.2% |