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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 | $62,594 | $97,027-35.5% | $83,323-24.9% | $135,382-53.8% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -4.52% | 12.31%-16.8pp | 10.63%-15.2pp | 519.77%-524.3pp |
| Employer contribution / active EE | $1,187 | $4,143-71.3% | $3,379-64.9% | $4,779-75.2% |
| Participant deferral / active EE | $3,173 | $5,964-46.8% | $5,565-43.0% | $5,609-43.4% |
| Admin fee / account holder | $718 | $8,427-91.5% | $7,539-90.5% | $10,829-93.4% |