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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 | $36,377 | $77,817-53.3% | $123,553-70.6% | $64,173-43.3% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.3pp |
| Annual return | -4.65% | 12.49%-17.1pp | 119.21%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,420 | $3,014-52.9% | $4,628-69.3% | $2,381-40.4% |
| Participant deferral / active EE | $2,755 | $5,240-47.4% | $6,426-57.1% | $3,470-20.6% |
| Admin fee / account holder | $2,855 | $5,519-48.3% | $9,284-69.2% | $4,887-41.6% |