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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 | $49,173 | $95,895-48.7% | $79,576-38.2% | $134,509-63.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -18.75% | -2.72%-16.0pp | 0.15%-18.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $769 | $3,128-75.4% | $2,413-68.1% | $4,741-83.8% |
| Participant deferral / active EE | $5,529 | $4,693+17.8% | $3,985+38.7% | $6,400-13.6% |
| Admin fee / account holder | $821 | $9,129-91.0% | $6,834-88.0% | $11,427-92.8% |