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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 | $37,469 | $167,362-77.6% | $143,799-73.9% | $134,532-72.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -0.35% | 0.47%-0.8pp | -0.04%-0.3pp | 418.27%-418.6pp |
| Employer contribution / active EE | $6,232 | $5,620+10.9% | $4,952+25.8% | $4,741+31.4% |
| Participant deferral / active EE | $7,774 | $6,447+20.6% | $5,638+37.9% | $6,401+21.4% |
| Admin fee / account holder | $1,762 | $18,094-90.3% | $14,677-88.0% | $11,429-84.6% |