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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 | $46,511 | $87,544-46.9% | $75,784-38.6% | $125,388-62.9% |
| Participation rate | 95.8% | 80.2%+15.7pp | 75.8%+20.0pp | 83.2%+12.6pp |
| Annual return | -2.44% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $21,542 | $3,930+448.1% | $3,323+548.2% | $4,866+342.7% |
| Participant deferral / active EE | $3,521 | $4,229-16.8% | $3,652-3.6% | $5,352-34.2% |
| Admin fee / account holder | $6,226 | $6,502-4.3% | $5,300+17.5% | $9,541-34.7% |