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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 | $74,911 | $211,946-64.7% | $169,452-55.8% | $135,380-44.7% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -1.64% | 3.26%-4.9pp | 1.83%-3.5pp | 519.81%-521.4pp |
| Employer contribution / active EE | $2,535 | $5,117-50.5% | $4,157-39.0% | $4,779-47.0% |
| Participant deferral / active EE | $2,702 | $6,075-55.5% | $5,277-48.8% | $5,609-51.8% |
| Admin fee / account holder | $5,728 | $11,472-50.1% | $9,110-37.1% | $10,828-47.1% |