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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 | $43,747 | $49,177-11.0% | $79,466-44.9% | $64,173-31.8% |
| Participation rate | 80.8% | 65.0%+15.7pp | 73.3%+7.4pp | 69.6%+11.2pp |
| Annual return | -6.58% | -1.16%-5.4pp | 718.28%-724.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,317 | $2,076+59.8% | $2,800+18.5% | $2,381+39.3% |
| Participant deferral / active EE | $3,298 | $2,821+16.9% | $3,704-11.0% | $3,470-5.0% |
| Admin fee / account holder | $16,368 | $3,839+326.4% | $5,104+220.7% | $4,887+234.9% |