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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 | $31,201 | $75,935-58.9% | $60,547-48.5% | $125,389-75.1% |
| Participation rate | 91.7% | 76.5%+15.1pp | 68.0%+23.7pp | 83.2%+8.5pp |
| Annual return | -0.79% | -5.38%+4.6pp | 335.64%-336.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,343 | $3,438+55.4% | $2,419+120.9% | $4,866+9.8% |
| Participant deferral / active EE | $3,649 | $4,506-19.0% | $3,328+9.7% | $5,352-31.8% |
| Admin fee / account holder | $4,221 | $6,768-37.6% | $4,536-6.9% | $9,541-55.8% |