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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 | $50,800 | $49,177+3.3% | $79,467-36.1% | $64,173-20.8% |
| Participation rate | 97.8% | 65.0%+32.7pp | 73.3%+24.4pp | 69.6%+28.2pp |
| Annual return | -6.25% | -1.16%-5.1pp | 718.30%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,786 | $2,076-14.0% | $2,800-36.2% | $2,381-25.0% |
| Participant deferral / active EE | $5,977 | $2,821+111.8% | $3,704+61.4% | $3,470+72.3% |
| Admin fee / account holder | $1,839 | $3,839-52.1% | $5,104-64.0% | $4,887-62.4% |