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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 | $51,115 | $83,908-39.1% | $68,509-25.4% | $125,388-59.2% |
| Participation rate | 88.2% | 78.2%+10.1pp | 74.7%+13.5pp | 83.2%+5.0pp |
| Annual return | -0.27% | 14.48%-14.7pp | 8.27%-8.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,670 | $3,031-44.9% | $2,278-26.7% | $4,866-65.7% |
| Participant deferral / active EE | $2,690 | $4,125-34.8% | $3,382-20.5% | $5,352-49.7% |
| Admin fee / account holder | $412 | $8,982-95.4% | $5,275-92.2% | $9,541-95.7% |