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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 | $50,646 | $167,323-69.7% | $143,770-64.8% | $134,493-62.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -12.13% | 0.47%-12.6pp | -0.04%-12.1pp | 418.01%-430.1pp |
| Employer contribution / active EE | $2,798 | $5,619-50.2% | $4,951-43.5% | $4,740-41.0% |
| Participant deferral / active EE | $4,847 | $6,446-24.8% | $5,638-14.0% | $6,400-24.3% |
| Admin fee / account holder | $1,100 | $18,088-93.9% | $14,673-92.5% | $11,425-90.4% |