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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 | $29,585 | $140,592-79.0% | $123,105-76.0% | $125,389-76.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -2.05% | 16.80%-18.8pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,938 | $6,041-67.9% | $5,151-62.4% | $4,866-60.2% |
| Participant deferral / active EE | $2,410 | $6,980-65.5% | $6,229-61.3% | $5,352-55.0% |
| Admin fee / account holder | $1,244 | $11,198-88.9% | $9,014-86.2% | $9,541-87.0% |