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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 | $56,263 | $57,352-1.9% | $83,830-32.9% | $64,173-12.3% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.5pp | 69.6%+7.1pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,134 | $2,993+4.7% | $4,082-23.2% | $3,470-9.7% |
| Admin fee / account holder | $2,510 | $4,046-38.0% | $5,479-54.2% | $4,887-48.6% |