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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 | $38,258 | $95,895-60.1% | $79,576-51.9% | $134,509-71.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -15.13% | -2.72%-12.4pp | 0.15%-15.3pp | 418.13%-433.3pp |
| Employer contribution / active EE | $3,269 | $3,128+4.5% | $2,413+35.5% | $4,741-31.0% |
| Participant deferral / active EE | $3,012 | $4,693-35.8% | $3,985-24.4% | $6,400-52.9% |
| Admin fee / account holder | $4,680 | $9,129-48.7% | $6,834-31.5% | $11,427-59.0% |