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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 | $64,021 | $86,701-26.2% | $73,309-12.7% | $125,389-48.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 74.9%+16.8pp | 83.2%+8.5pp |
| Annual return | -2.43% | 2.78%-5.2pp | 5.67%-8.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,032 | $4,152-51.1% | $3,237-37.2% | $4,866-58.2% |
| Participant deferral / active EE | $2,707 | $5,549-51.2% | $4,991-45.8% | $5,352-49.4% |
| Admin fee / account holder | $9,937 | $7,768+27.9% | $5,635+76.4% | $9,541+4.2% |