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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 | $92,049 | $131,829-30.2% | $108,579-15.2% | $273,968-66.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 3.58% | -91.57%+95.2pp | -51.70%+55.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,255 | $4,912-74.4% | $3,758-66.6% | $4,869-74.2% |
| Participant deferral / active EE | $2,037 | $5,127-60.3% | $4,311-52.8% | $5,287-61.5% |
| Admin fee / account holder | $1,798 | $10,252-82.5% | $7,645-76.5% | $10,132-82.3% |