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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 | $53,947 | $87,546-38.4% | $75,784-28.8% | $125,389-57.0% |
| Participation rate | 90.5% | 80.2%+10.3pp | 75.8%+14.7pp | 83.2%+7.3pp |
| Annual return | -3.03% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,334 | $3,930-40.6% | $3,323-29.8% | $4,866-52.0% |
| Participant deferral / active EE | $3,014 | $4,230-28.7% | $3,652-17.5% | $5,352-43.7% |
| Admin fee / account holder | $1,809 | $6,503-72.2% | $5,300-65.9% | $9,541-81.0% |