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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 | $53,796 | $92,219-41.7% | $76,767-29.9% | $135,380-60.3% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -8.57% | 5.46%-14.0pp | 2.43%-11.0pp | 519.81%-528.4pp |
| Employer contribution / active EE | $2,423 | $3,216-24.7% | $2,485-2.5% | $4,779-49.3% |
| Participant deferral / active EE | $3,770 | $4,508-16.4% | $3,852-2.1% | $5,609-32.8% |
| Admin fee / account holder | $3,475 | $10,749-67.7% | $6,675-47.9% | $10,828-67.9% |