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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 | $36,057 | $106,115-66.0% | $85,969-58.1% | $125,389-71.2% |
| Participation rate | 78.6% | 84.1%-5.5pp | 76.5%+2.0pp | 83.2%-4.6pp |
| Annual return | -1.45% | 13.93%-15.4pp | 9.32%-10.8pp | 282.24%-283.7pp |
| Employer contribution / active EE | $910 | $4,537-80.0% | $3,474-73.8% | $4,866-81.3% |
| Participant deferral / active EE | $1,500 | $4,859-69.1% | $3,829-60.8% | $5,352-72.0% |
| Admin fee / account holder | $905 | $8,144-88.9% | $6,053-85.1% | $9,541-90.5% |