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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 | $42,940 | $140,578-69.5% | $100,671-57.3% | $125,389-65.8% |
| Participation rate | 78.6% | 80.4%-1.8pp | 70.7%+7.9pp | 83.2%-4.6pp |
| Annual return | -0.32% | 24.67%-25.0pp | 20.43%-20.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,591 | $5,965-56.6% | $4,012-35.4% | $4,866-46.8% |
| Participant deferral / active EE | $2,842 | $3,981-28.6% | $3,144-9.6% | $5,352-46.9% |
| Admin fee / account holder | $348 | $6,716-94.8% | $4,850-92.8% | $9,541-96.3% |