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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 | $24,944 | $83,908-70.3% | $68,509-63.6% | $125,388-80.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 74.7%+16.2pp | 83.2%+7.7pp |
| Annual return | -0.40% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $789 | $3,031-74.0% | $2,278-65.4% | $4,866-83.8% |
| Participant deferral / active EE | $5,969 | $4,125+44.7% | $3,382+76.5% | $5,352+11.5% |
| Admin fee / account holder | $687 | $8,982-92.4% | $5,275-87.0% | $9,541-92.8% |