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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 | $41,102 | $211,946-80.6% | $169,452-75.7% | $135,380-69.6% |
| Participation rate | 85.0% | 82.6%+2.4pp | 77.8%+7.2pp | 82.6%+2.4pp |
| Annual return | -2.86% | 3.26%-6.1pp | 1.83%-4.7pp | 519.81%-522.7pp |
| Employer contribution / active EE | $446 | $5,117-91.3% | $4,157-89.3% | $4,779-90.7% |
| Participant deferral / active EE | $2,485 | $6,075-59.1% | $5,277-52.9% | $5,609-55.7% |
| Admin fee / account holder | $1,995 | $11,472-82.6% | $9,110-78.1% | $10,828-81.6% |