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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 | $41,481 | $95,188-56.4% | $76,518-45.8% | $135,380-69.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -7.07% | 4.85%-11.9pp | -0.27%-6.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,526 | $3,303-53.8% | $2,647-42.3% | $4,779-68.1% |
| Participant deferral / active EE | $2,217 | $4,640-52.2% | $3,836-42.2% | $5,609-60.5% |
| Admin fee / account holder | $2,008 | $6,249-67.9% | $4,849-58.6% | $10,828-81.5% |