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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 | $52,996 | $87,544-39.5% | $75,784-30.1% | $125,388-57.7% |
| Participation rate | 78.6% | 80.2%-1.6pp | 75.8%+2.8pp | 83.2%-4.6pp |
| Annual return | -0.93% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $973 | $3,930-75.3% | $3,323-70.7% | $4,866-80.0% |
| Participant deferral / active EE | $2,014 | $4,229-52.4% | $3,652-44.8% | $5,352-62.4% |
| Admin fee / account holder | $926 | $6,502-85.8% | $5,300-82.5% | $9,541-90.3% |