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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 | $48,635 | $113,941-57.3% | $94,229-48.4% | $125,389-61.2% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -1.41% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,106 | $4,727-76.6% | $3,587-69.2% | $4,866-77.3% |
| Participant deferral / active EE | $4,780 | $5,179-7.7% | $4,320+10.6% | $5,352-10.7% |
| Admin fee / account holder | $1,234 | $8,392-85.3% | $6,269-80.3% | $9,541-87.1% |