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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 | $54,779 | $97,881-44.0% | $80,004-31.5% | $125,389-56.3% |
| Participation rate | 95.8% | 77.9%+18.0pp | 73.0%+22.8pp | 83.2%+12.6pp |
| Annual return | -0.76% | 9.36%-10.1pp | 7.63%-8.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,060 | $3,128-66.1% | $2,473-57.1% | $4,866-78.2% |
| Participant deferral / active EE | $3,367 | $3,744-10.1% | $3,204+5.1% | $5,352-37.1% |
| Admin fee / account holder | $1,601 | $6,278-74.5% | $5,033-68.2% | $9,541-83.2% |