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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 | $45,299 | $97,881-53.7% | $80,004-43.4% | $125,389-63.9% |
| Participation rate | 95.0% | 77.9%+17.1pp | 73.0%+22.0pp | 83.2%+11.8pp |
| Annual return | -1.28% | 9.36%-10.6pp | 7.63%-8.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,436 | $3,128-54.1% | $2,473-41.9% | $4,866-70.5% |
| Participant deferral / active EE | $2,828 | $3,744-24.5% | $3,204-11.7% | $5,352-47.2% |
| Admin fee / account holder | $761 | $6,278-87.9% | $5,033-84.9% | $9,541-92.0% |