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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 | $43,016 | $91,911-53.2% | $68,612-37.3% | $135,379-68.2% |
| Participation rate | 87.5% | 76.7%+10.8pp | 72.2%+15.3pp | 82.6%+4.9pp |
| Annual return | 3.99% | -8.22%+12.2pp | -4.63%+8.6pp | 519.79%-515.8pp |
| Employer contribution / active EE | $464 | $3,924-88.2% | $2,625-82.3% | $4,779-90.3% |
| Participant deferral / active EE | $2,771 | $4,315-35.8% | $3,311-16.3% | $5,609-50.6% |
| Admin fee / account holder | $19,428 | $9,240+110.2% | $5,131+278.6% | $10,828+79.4% |