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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 | $74,947 | $211,946-64.6% | $169,452-55.8% | $135,380-44.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -1.52% | 3.26%-4.8pp | 1.83%-3.4pp | 519.81%-521.3pp |
| Employer contribution / active EE | $2,209 | $5,117-56.8% | $4,157-46.9% | $4,779-53.8% |
| Participant deferral / active EE | $5,617 | $6,075-7.6% | $5,277+6.4% | $5,609+0.1% |
| Admin fee / account holder | $47,354 | $11,472+312.8% | $9,110+419.8% | $10,828+337.3% |