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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 | $62,715 | $107,806-41.8% | $90,655-30.8% | $135,382-53.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -8.02% | -0.90%-7.1pp | 1.89%-9.9pp | 519.77%-527.8pp |
| Employer contribution / active EE | $431 | $3,018-85.7% | $2,532-83.0% | $4,779-91.0% |
| Participant deferral / active EE | $3,472 | $3,872-10.3% | $3,425+1.4% | $5,609-38.1% |
| Admin fee / account holder | $2,048 | $5,931-65.5% | $4,994-59.0% | $10,829-81.1% |