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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 | $46,124 | $95,915-51.9% | $79,580-42.0% | $134,532-65.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -15.29% | -2.71%-12.6pp | 0.15%-15.4pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,171 | $3,129-30.6% | $2,413-10.0% | $4,741-54.2% |
| Participant deferral / active EE | $3,234 | $4,693-31.1% | $3,985-18.9% | $6,401-49.5% |
| Admin fee / account holder | $8,875 | $9,132-2.8% | $6,835+29.8% | $11,429-22.3% |