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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 | $57,230 | $57,352-0.2% | $83,831-31.7% | $64,173-10.8% |
| Participation rate | 88.4% | 68.6%+19.8pp | 76.1%+12.2pp | 69.6%+18.8pp |
| Annual return | -7.95% | 11.38%-19.3pp | 850.99%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,330 | $2,546-8.5% | $3,631-35.8% | $2,381-2.1% |
| Participant deferral / active EE | $1,798 | $2,993-39.9% | $4,082-55.9% | $3,470-48.2% |
| Admin fee / account holder | $3,782 | $4,046-6.5% | $5,479-31.0% | $4,887-22.6% |