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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 | $58,665 | $99,032-40.8% | $80,022-26.7% | $135,379-56.7% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -7.21% | 15.39%-22.6pp | 11.22%-18.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $692 | $3,043-77.3% | $2,468-72.0% | $4,779-85.5% |
| Participant deferral / active EE | $3,595 | $4,282-16.0% | $3,686-2.5% | $5,609-35.9% |
| Admin fee / account holder | $1,330 | $10,436-87.3% | $6,521-79.6% | $10,828-87.7% |