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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 | $30,281 | $127,387-76.2% | $115,038-73.7% | $125,389-75.9% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -0.75% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $926 | $5,166-82.1% | $4,608-79.9% | $4,866-81.0% |
| Participant deferral / active EE | $3,164 | $6,423-50.7% | $6,026-47.5% | $5,352-40.9% |
| Admin fee / account holder | $3,787 | $9,516-60.2% | $8,175-53.7% | $9,541-60.3% |