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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 | $52,918 | $140,592-62.4% | $123,105-57.0% | $125,389-57.8% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -0.40% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,162 | $6,041-64.2% | $5,151-58.0% | $4,866-55.6% |
| Participant deferral / active EE | $7,296 | $6,980+4.5% | $6,229+17.1% | $5,352+36.3% |
| Admin fee / account holder | $372 | $11,198-96.7% | $9,014-95.9% | $9,541-96.1% |