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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 | $61,131 | $127,386-52.0% | $115,037-46.9% | $125,388-51.2% |
| Participation rate | 95.0% | 84.2%+10.8pp | 81.4%+13.6pp | 83.2%+11.8pp |
| Annual return | -1.70% | 31.28%-33.0pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $3,947 | $5,166-23.6% | $4,608-14.3% | $4,866-18.9% |
| Participant deferral / active EE | $4,150 | $6,423-35.4% | $6,026-31.1% | $5,352-22.4% |
| Admin fee / account holder | $767 | $9,516-91.9% | $8,175-90.6% | $9,541-92.0% |