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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 | $52,274 | $90,590-42.3% | $90,782-42.4% | $135,380-61.4% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.7%+8.3pp | 82.6%+8.3pp |
| Annual return | -7.14% | -3.40%-3.7pp | -3.42%-3.7pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,314 | $4,352-46.8% | $4,105-43.6% | $4,779-51.6% |
| Participant deferral / active EE | $3,882 | $5,407-28.2% | $5,366-27.7% | $5,609-30.8% |
| Admin fee / account holder | $349 | $7,683-95.5% | $5,908-94.1% | $10,828-96.8% |