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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 | $48,031 | $72,404-33.7% | $110,243-56.4% | $64,173-25.2% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -2.30% | -6.29%+4.0pp | 314.76%-317.1pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,729 | $2,282-24.2% | $3,827-54.8% | $2,381-27.4% |
| Participant deferral / active EE | $7,326 | $3,469+111.2% | $4,672+56.8% | $3,470+111.1% |
| Admin fee / account holder | $6,539 | $5,664+15.4% | $8,548-23.5% | $4,887+33.8% |