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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 | $37,034 | $127,386-70.9% | $115,037-67.8% | $125,388-70.5% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -2.74% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $7,828 | $5,166+51.5% | $4,608+69.9% | $4,866+60.9% |
| Participant deferral / active EE | $5,440 | $6,423-15.3% | $6,026-9.7% | $5,352+1.7% |
| Admin fee / account holder | $344 | $9,516-96.4% | $8,175-95.8% | $9,541-96.4% |