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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 | $68,244 | $113,941-40.1% | $94,229-27.6% | $125,389-45.6% |
| Participation rate | 85.0% | 82.9%+2.1pp | 78.8%+6.2pp | 83.2%+1.8pp |
| Annual return | -1.98% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,591 | $4,727-45.2% | $3,587-27.8% | $4,866-46.8% |
| Participant deferral / active EE | $3,256 | $5,179-37.1% | $4,320-24.6% | $5,352-39.2% |
| Admin fee / account holder | $2,489 | $8,392-70.3% | $6,269-60.3% | $9,541-73.9% |