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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 | $32,282 | $69,541-53.6% | $59,899-46.1% | $135,380-76.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | -2.98% | 7.95%-10.9pp | 3.46%-6.4pp | 519.81%-522.8pp |
| Employer contribution / active EE | $3,042 | $3,236-6.0% | $2,723+11.7% | $4,779-36.3% |
| Participant deferral / active EE | $3,880 | $4,206-7.8% | $3,402+14.0% | $5,609-30.8% |
| Admin fee / account holder | $3,072 | $5,737-46.5% | $3,592-14.5% | $10,828-71.6% |