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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 | $60,783 | $84,518-28.1% | $67,704-10.2% | $125,388-51.5% |
| Participation rate | 87.0% | 74.8%+12.2pp | 67.5%+19.4pp | 83.2%+3.8pp |
| Annual return | -1.90% | 2.57%-4.5pp | 25.41%-27.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $628 | $3,292-80.9% | $2,559-75.5% | $4,866-87.1% |
| Participant deferral / active EE | $9,013 | $4,430+103.5% | $3,585+151.4% | $5,352+68.4% |
| Admin fee / account holder | $4,010 | $5,340-24.9% | $4,255-5.8% | $9,541-58.0% |