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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 | $46,825 | $78,694-40.5% | $67,652-30.8% | $125,389-62.7% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -0.50% | 9.46%-10.0pp | 6625.40%-6625.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,930 | $3,044-36.6% | $2,266-14.8% | $4,866-60.3% |
| Participant deferral / active EE | $5,440 | $4,292+26.7% | $3,560+52.8% | $5,352+1.7% |
| Admin fee / account holder | $2,844 | $7,403-61.6% | $4,821-41.0% | $9,541-70.2% |