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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 | $40,779 | $92,219-55.8% | $76,767-46.9% | $135,380-69.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -1.86% | 5.46%-7.3pp | 2.43%-4.3pp | 519.81%-521.7pp |
| Employer contribution / active EE | $2,077 | $3,216-35.4% | $2,485-16.4% | $4,779-56.5% |
| Participant deferral / active EE | $4,468 | $4,508-0.9% | $3,852+16.0% | $5,609-20.3% |
| Admin fee / account holder | $718 | $10,749-93.3% | $6,675-89.2% | $10,828-93.4% |