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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 | $45,925 | $106,115-56.7% | $85,969-46.6% | $125,389-63.4% |
| Participation rate | 90.9% | 84.1%+6.9pp | 76.5%+14.4pp | 83.2%+7.7pp |
| Annual return | -0.35% | 13.93%-14.3pp | 9.32%-9.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,004 | $4,537-55.8% | $3,474-42.3% | $4,866-58.8% |
| Participant deferral / active EE | $2,293 | $4,859-52.8% | $3,829-40.1% | $5,352-57.2% |
| Admin fee / account holder | $3,504 | $8,144-57.0% | $6,053-42.1% | $9,541-63.3% |