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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 | $52,832 | $87,016-39.3% | $63,244-16.5% | $125,389-57.9% |
| Participation rate | 88.2% | 77.1%+11.2pp | 71.0%+17.2pp | 83.2%+5.0pp |
| Annual return | -3.42% | 21.71%-25.1pp | -70.31%+66.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $3,867 | $3,601+7.4% | $2,322+66.6% | $4,866-20.5% |
| Participant deferral / active EE | $4,648 | $3,939+18.0% | $2,953+57.4% | $5,352-13.1% |
| Admin fee / account holder | $4,569 | $11,954-61.8% | $5,893-22.5% | $9,541-52.1% |