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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 | $37,176 | $147,167-74.7% | $111,392-66.6% | $135,379-72.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 78.9%+12.0pp | 82.6%+8.3pp |
| Annual return | -5.80% | -4.44%-1.4pp | -2.06%-3.7pp | 519.79%-525.6pp |
| Employer contribution / active EE | $3,997 | $5,204-23.2% | $4,328-7.7% | $4,779-16.4% |
| Participant deferral / active EE | $4,247 | $6,565-35.3% | $5,567-23.7% | $5,609-24.3% |
| Admin fee / account holder | $5,405 | $20,270-73.3% | $12,266-55.9% | $10,828-50.1% |