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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 | $46,260 | $167,362-72.4% | $143,799-67.8% | $134,532-65.6% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -15.33% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $3,243 | $5,620-42.3% | $4,952-34.5% | $4,741-31.6% |
| Participant deferral / active EE | $3,936 | $6,447-39.0% | $5,638-30.2% | $6,401-38.5% |
| Admin fee / account holder | $1,873 | $18,094-89.7% | $14,677-87.2% | $11,429-83.6% |