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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 | $30,497 | $69,541-56.1% | $59,899-49.1% | $135,380-77.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -4.07% | 7.95%-12.0pp | 3.46%-7.5pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,267 | $3,236+1.0% | $2,723+20.0% | $4,779-31.6% |
| Participant deferral / active EE | $5,273 | $4,206+25.4% | $3,402+55.0% | $5,609-6.0% |
| Admin fee / account holder | $512 | $5,737-91.1% | $3,592-85.8% | $10,828-95.3% |