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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 | $25,156 | $107,809-76.7% | $90,657-72.3% | $135,380-81.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -4.00% | -0.90%-3.1pp | 1.89%-5.9pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,006 | $3,018-66.7% | $2,532-60.3% | $4,779-79.0% |
| Participant deferral / active EE | $4,631 | $3,872+19.6% | $3,424+35.2% | $5,609-17.4% |
| Admin fee / account holder | $768 | $5,931-87.1% | $4,994-84.6% | $10,828-92.9% |