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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 | $40,497 | $97,020-58.3% | $83,327-51.4% | $135,380-70.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -0.53% | 12.31%-12.8pp | 10.64%-11.2pp | 519.81%-520.3pp |
| Employer contribution / active EE | $2,783 | $4,144-32.8% | $3,379-17.6% | $4,779-41.8% |
| Participant deferral / active EE | $8,784 | $5,964+47.3% | $5,565+57.8% | $5,609+56.6% |
| Admin fee / account holder | $759 | $8,426-91.0% | $7,540-89.9% | $10,828-93.0% |