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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 | $48,695 | $87,546-44.4% | $75,784-35.7% | $125,389-61.2% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -3.82% | 13.49%-17.3pp | 9.68%-13.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,806 | $3,930-54.0% | $3,323-45.6% | $4,866-62.9% |
| Participant deferral / active EE | $3,138 | $4,230-25.8% | $3,652-14.1% | $5,352-41.4% |
| Admin fee / account holder | $477 | $6,503-92.7% | $5,300-91.0% | $9,541-95.0% |