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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 | $49,164 | $49,1770% | $79,467-38.1% | $64,173-23.4% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.6%+26.7pp |
| Annual return | -4.83% | -1.16%-3.7pp | 718.30%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,993 | $2,076-4.0% | $2,800-28.8% | $2,381-16.3% |
| Participant deferral / active EE | $4,400 | $2,821+56.0% | $3,704+18.8% | $3,470+26.8% |
| Admin fee / account holder | $3,576 | $3,839-6.8% | $5,104-29.9% | $4,887-26.8% |