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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 | $39,906 | $140,578-71.6% | $100,671-60.4% | $125,389-68.2% |
| Participation rate | 94.1% | 80.4%+13.7pp | 70.7%+23.4pp | 83.2%+10.9pp |
| Annual return | -0.38% | 24.67%-25.1pp | 20.43%-20.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,955 | $5,965-67.2% | $4,012-51.3% | $4,866-59.8% |
| Participant deferral / active EE | $1,972 | $3,981-50.5% | $3,144-37.3% | $5,352-63.1% |
| Admin fee / account holder | $6,035 | $6,716-10.1% | $4,850+24.4% | $9,541-36.7% |