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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 | $52,204 | $59,116-11.7% | $86,438-39.6% | $68,486-23.8% |
| Participation rate | 94.9% | 75.2%+19.6pp | 80.3%+14.5pp | 67.9%+27.0pp |
| Annual return | -12.73% | -0.23%-12.5pp | 4397.19%-4409.9pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,285 | $2,519-49.0% | $3,769-65.9% | $2,597-50.5% |
| Participant deferral / active EE | $5,733 | $5,902-2.8% | $6,952-17.5% | $4,028+42.4% |
| Admin fee / account holder | $1,565 | $5,639-72.2% | $6,733-76.8% | $5,404-71.0% |