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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 | $50,617 | $113,941-55.6% | $94,229-46.3% | $125,389-59.6% |
| Participation rate | 95.0% | 82.9%+12.1pp | 78.8%+16.2pp | 83.2%+11.8pp |
| Annual return | -2.21% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,370 | $4,727-49.9% | $3,587-33.9% | $4,866-51.3% |
| Participant deferral / active EE | $9,064 | $5,179+75.0% | $4,320+109.8% | $5,352+69.4% |
| Admin fee / account holder | $501 | $8,392-94.0% | $6,269-92.0% | $9,541-94.7% |