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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 | $83,420 | $158,852-47.5% | $121,220-31.2% | $135,379-38.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -4.12% | -0.64%-3.5pp | 16.94%-21.1pp | 519.79%-523.9pp |
| Employer contribution / active EE | $532 | $5,666-90.6% | $4,023-86.8% | $4,779-88.9% |
| Participant deferral / active EE | $5,325 | $4,006+32.9% | $3,345+59.2% | $5,609-5.1% |
| Admin fee / account holder | $509 | $6,515-92.2% | $5,021-89.9% | $10,828-95.3% |