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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 | $43,058 | $127,387-66.2% | $115,038-62.6% | $125,389-65.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.24% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,105 | $5,166-59.2% | $4,608-54.3% | $4,866-56.7% |
| Participant deferral / active EE | $4,666 | $6,423-27.4% | $6,026-22.6% | $5,352-12.8% |
| Admin fee / account holder | $2,210 | $9,516-76.8% | $8,175-73.0% | $9,541-76.8% |