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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 | $37,946 | $69,541-45.4% | $59,899-36.6% | $135,380-72.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -6.54% | 7.95%-14.5pp | 3.46%-10.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,822 | $3,236+18.1% | $2,723+40.4% | $4,779-20.0% |
| Participant deferral / active EE | $5,783 | $4,206+37.5% | $3,402+70.0% | $5,609+3.1% |
| Admin fee / account holder | $1,295 | $5,737-77.4% | $3,592-64.0% | $10,828-88.0% |