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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 | $27,966 | $158,852-82.4% | $121,220-76.9% | $135,379-79.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | 1.73% | -0.64%+2.4pp | 16.94%-15.2pp | 519.79%-518.1pp |
| Employer contribution / active EE | $2,161 | $5,666-61.9% | $4,023-46.3% | $4,779-54.8% |
| Participant deferral / active EE | $1,123 | $4,006-72.0% | $3,345-66.4% | $5,609-80.0% |
| Admin fee / account holder | $532 | $6,515-91.8% | $5,021-89.4% | $10,828-95.1% |