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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 | $52,198 | $99,032-47.3% | $80,022-34.8% | $135,380-61.4% |
| Participation rate | 94.4% | 78.4%+16.1pp | 75.8%+18.6pp | 82.6%+11.8pp |
| Annual return | -7.15% | 15.39%-22.5pp | 11.22%-18.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,096 | $3,043-31.1% | $2,468-15.1% | $4,779-56.1% |
| Participant deferral / active EE | $3,503 | $4,282-18.2% | $3,686-5.0% | $5,609-37.5% |
| Admin fee / account holder | $4,112 | $10,436-60.6% | $6,521-36.9% | $10,828-62.0% |