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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 | $46,635 | $87,546-46.7% | $75,784-38.5% | $125,389-62.8% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -0.19% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,241 | $3,930-68.4% | $3,323-62.6% | $4,866-74.5% |
| Participant deferral / active EE | $2,483 | $4,230-41.3% | $3,652-32.0% | $5,352-53.6% |
| Admin fee / account holder | $1,753 | $6,503-73.0% | $5,300-66.9% | $9,541-81.6% |