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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 | $53,658 | $107,806-50.2% | $90,655-40.8% | $135,382-60.4% |
| Participation rate | 86.7% | 78.0%+8.6pp | 74.0%+12.6pp | 82.6%+4.0pp |
| Annual return | -1.06% | -0.90%-0.2pp | 1.89%-2.9pp | 519.77%-520.8pp |
| Employer contribution / active EE | $1,367 | $3,018-54.7% | $2,532-46.0% | $4,779-71.4% |
| Participant deferral / active EE | $5,143 | $3,872+32.8% | $3,425+50.2% | $5,609-8.3% |
| Admin fee / account holder | $1,652 | $5,931-72.1% | $4,994-66.9% | $10,829-84.7% |