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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 | $56,117 | $211,946-73.5% | $169,452-66.9% | $135,380-58.5% |
| Participation rate | 93.3% | 82.6%+10.7pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -6.00% | 3.26%-9.3pp | 1.83%-7.8pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,392 | $5,117-72.8% | $4,157-66.5% | $4,779-70.9% |
| Participant deferral / active EE | $3,125 | $6,075-48.6% | $5,277-40.8% | $5,609-44.3% |
| Admin fee / account holder | $1,137 | $11,472-90.1% | $9,110-87.5% | $10,828-89.5% |