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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 | $72,894 | $127,096-42.6% | $105,736-31.1% | $135,380-46.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -0.51% | 4.49%-5.0pp | 6.27%-6.8pp | 519.81%-520.3pp |
| Employer contribution / active EE | $1,247 | $4,107-69.6% | $3,268-61.8% | $4,779-73.9% |
| Participant deferral / active EE | $2,488 | $5,064-50.9% | $4,080-39.0% | $5,609-55.6% |
| Admin fee / account holder | $4,119 | $9,087-54.7% | $6,913-40.4% | $10,828-62.0% |