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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 | $39,659 | $92,219-57.0% | $76,767-48.3% | $135,380-70.7% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -4.04% | 5.46%-9.5pp | 2.43%-6.5pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,201 | $3,216-31.6% | $2,485-11.4% | $4,779-53.9% |
| Participant deferral / active EE | $5,118 | $4,508+13.5% | $3,852+32.9% | $5,609-8.8% |
| Admin fee / account holder | $25,489 | $10,749+137.1% | $6,675+281.8% | $10,828+135.4% |