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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 | $55,867 | $92,219-39.4% | $76,767-27.2% | $135,380-58.7% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -6.59% | 5.46%-12.0pp | 2.43%-9.0pp | 519.81%-526.4pp |
| Employer contribution / active EE | $7,157 | $3,216+122.6% | $2,485+188.0% | $4,779+49.8% |
| Participant deferral / active EE | $3,693 | $4,508-18.1% | $3,852-4.1% | $5,609-34.2% |
| Admin fee / account holder | $1,074 | $10,749-90.0% | $6,675-83.9% | $10,828-90.1% |