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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 | $54,295 | $158,852-65.8% | $121,220-55.2% | $135,380-59.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 71.8%+19.1pp | 82.6%+8.3pp |
| Annual return | -2.76% | -0.64%-2.1pp | 16.94%-19.7pp | 519.81%-522.6pp |
| Employer contribution / active EE | $399 | $5,666-93.0% | $4,023-90.1% | $4,779-91.6% |
| Participant deferral / active EE | $2,425 | $4,006-39.5% | $3,345-27.5% | $5,609-56.8% |
| Admin fee / account holder | $4,296 | $6,515-34.1% | $5,021-14.4% | $10,828-60.3% |