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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 | $35,624 | $108,212-67.1% | $77,513-54.0% | $158,966-77.6% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 0.58% | 31.67%-31.1pp | 54.81%-54.2pp | 302.95%-302.4pp |
| Employer contribution / active EE | $989 | $1,325-25.4% | $987+0.2% | $4,762-79.2% |
| Participant deferral / active EE | $1,764 | $2,455-28.2% | $1,861-5.2% | $5,983-70.5% |
| Admin fee / account holder | $4,425 | $3,709+19.3% | $2,859+54.8% | $11,250-60.7% |