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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 | $31,720 | $167,522-81.1% | $151,639-79.1% | $134,532-76.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -14.79% | 7.81%-22.6pp | 3.34%-18.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,501 | $6,828-78.0% | $6,165-75.7% | $4,741-68.3% |
| Participant deferral / active EE | $3,635 | $8,986-59.5% | $8,363-56.5% | $6,401-43.2% |
| Admin fee / account holder | $443 | $13,780-96.8% | $11,613-96.2% | $11,429-96.1% |