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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 | $57,659 | $113,941-49.4% | $94,229-38.8% | $125,389-54.0% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -2.00% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,806 | $4,727-40.6% | $3,587-21.8% | $4,866-42.3% |
| Participant deferral / active EE | $4,222 | $5,179-18.5% | $4,320-2.3% | $5,352-21.1% |
| Admin fee / account holder | $1,610 | $8,392-80.8% | $6,269-74.3% | $9,541-83.1% |