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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 | $53,193 | $106,115-49.9% | $85,969-38.1% | $125,389-57.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 76.5%+13.5pp | 83.2%+6.8pp |
| Annual return | -1.60% | 13.93%-15.5pp | 9.32%-10.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,062 | $4,537-54.6% | $3,474-40.7% | $4,866-57.6% |
| Participant deferral / active EE | $2,250 | $4,859-53.7% | $3,829-41.2% | $5,352-58.0% |
| Admin fee / account holder | $804 | $8,144-90.1% | $6,053-86.7% | $9,541-91.6% |