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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 | $88,889 | $92,219-3.6% | $76,767+15.8% | $135,380-34.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -5.24% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,866 | $4,508-14.2% | $3,852+0.4% | $5,609-31.1% |
| Admin fee / account holder | $2,522 | $10,749-76.5% | $6,675-62.2% | $10,828-76.7% |