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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 | $44,436 | $107,809-58.8% | $90,657-51.0% | $135,380-67.2% |
| Participation rate | 94.7% | 78.0%+16.7pp | 74.0%+20.7pp | 82.6%+12.1pp |
| Annual return | -2.40% | -0.90%-1.5pp | 1.89%-4.3pp | 519.81%-522.2pp |
| Employer contribution / active EE | $4,165 | $3,018+38.0% | $2,532+64.5% | $4,779-12.8% |
| Participant deferral / active EE | $5,363 | $3,872+38.5% | $3,424+56.6% | $5,609-4.4% |
| Admin fee / account holder | $11,424 | $5,931+92.6% | $4,994+128.7% | $10,828+5.5% |