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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 | $37,043 | $69,541-46.7% | $59,899-38.2% | $135,380-72.6% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | -7.42% | 7.95%-15.4pp | 3.46%-10.9pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,982 | $3,236-38.8% | $2,723-27.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,864 | $4,206+15.6% | $3,402+42.9% | $5,609-13.3% |
| Admin fee / account holder | $8,447 | $5,737+47.2% | $3,592+135.2% | $10,828-22.0% |