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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 | $52,907 | $140,592-62.4% | $123,105-57.0% | $125,389-57.8% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -0.93% | 16.80%-17.7pp | 13.22%-14.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,997 | $6,041-33.8% | $5,151-22.4% | $4,866-17.9% |
| Participant deferral / active EE | $5,765 | $6,980-17.4% | $6,229-7.5% | $5,352+7.7% |
| Admin fee / account holder | $399 | $11,198-96.4% | $9,014-95.6% | $9,541-95.8% |