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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 | $64,712 | $86,701-25.4% | $73,309-11.7% | $125,389-48.4% |
| Participation rate | 93.3% | 78.6%+14.7pp | 74.9%+18.4pp | 83.2%+10.1pp |
| Annual return | -0.97% | 2.78%-3.8pp | 5.67%-6.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,782 | $4,152-33.0% | $3,237-14.0% | $4,866-42.8% |
| Participant deferral / active EE | $10,946 | $5,549+97.2% | $4,991+119.3% | $5,352+104.5% |
| Admin fee / account holder | $577 | $7,768-92.6% | $5,635-89.8% | $9,541-94.0% |