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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 | $31,899 | $127,386-75.0% | $115,037-72.3% | $125,388-74.6% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -1.99% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,153 | $5,166-77.7% | $4,608-75.0% | $4,866-76.3% |
| Participant deferral / active EE | $3,112 | $6,423-51.6% | $6,026-48.4% | $5,352-41.9% |
| Admin fee / account holder | $333 | $9,516-96.5% | $8,175-95.9% | $9,541-96.5% |