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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 | $42,648 | $78,694-45.8% | $67,652-37.0% | $125,389-66.0% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 83.2%+10.1pp |
| Annual return | -0.56% | 9.46%-10.0pp | 6625.40%-6626.0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,560 | $3,044-48.7% | $2,266-31.1% | $4,866-67.9% |
| Participant deferral / active EE | $4,558 | $4,292+6.2% | $3,560+28.0% | $5,352-14.8% |
| Admin fee / account holder | $578 | $7,403-92.2% | $4,821-88.0% | $9,541-93.9% |