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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 | $46,524 | $158,852-70.7% | $121,220-61.6% | $135,380-65.6% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.8%+22.0pp | 82.6%+11.1pp |
| Annual return | -7.11% | -0.64%-6.5pp | 16.94%-24.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $973 | $5,666-82.8% | $4,023-75.8% | $4,779-79.6% |
| Participant deferral / active EE | $2,249 | $4,006-43.9% | $3,345-32.8% | $5,609-59.9% |
| Admin fee / account holder | $6,591 | $6,515+1.2% | $5,021+31.3% | $10,828-39.1% |