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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 | $40,001 | $113,941-64.9% | $94,228-57.5% | $125,388-68.1% |
| Participation rate | 79.2% | 82.9%-3.7pp | 78.8%+0.4pp | 83.2%-4.0pp |
| Annual return | -2.69% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,106 | $4,727-76.6% | $3,587-69.2% | $4,866-77.3% |
| Participant deferral / active EE | $1,990 | $5,179-61.6% | $4,320-53.9% | $5,352-62.8% |
| Admin fee / account holder | $542 | $8,392-93.5% | $6,269-91.4% | $9,541-94.3% |