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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 | $76,644 | $92,219-16.9% | $76,767-0.2% | $135,380-43.4% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -4.57% | 5.46%-10.0pp | 2.43%-7.0pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,318 | $3,216-59.0% | $2,485-47.0% | $4,779-72.4% |
| Participant deferral / active EE | $2,542 | $4,508-43.6% | $3,852-34.0% | $5,609-54.7% |
| Admin fee / account holder | $5,450 | $10,749-49.3% | $6,675-18.4% | $10,828-49.7% |