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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 | $59,137 | $57,352+3.1% | $83,831-29.5% | $64,173-7.8% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.2pp | 69.6%+24.8pp |
| Annual return | -6.97% | 11.38%-18.4pp | 850.99%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,896 | $2,546-25.5% | $3,631-47.8% | $2,381-20.4% |
| Participant deferral / active EE | $2,001 | $2,993-33.1% | $4,082-51.0% | $3,470-42.3% |
| Admin fee / account holder | $2,946 | $4,046-27.2% | $5,479-46.2% | $4,887-39.7% |