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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 | $39,108 | $167,353-76.6% | $143,797-72.8% | $134,545-70.9% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -17.20% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,526 | $5,620-72.8% | $4,952-69.2% | $4,742-67.8% |
| Participant deferral / active EE | $3,409 | $6,447-47.1% | $5,638-39.5% | $6,401-46.7% |
| Admin fee / account holder | $469 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |