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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 | $65,367 | $167,353-60.9% | $143,797-54.5% | $134,545-51.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -0.80% | 0.48%-1.3pp | -0.04%-0.8pp | 418.37%-419.2pp |
| Employer contribution / active EE | $11,522 | $5,620+105.0% | $4,952+132.6% | $4,742+143.0% |
| Participant deferral / active EE | $5,707 | $6,447-11.5% | $5,638+1.2% | $6,401-10.8% |
| Admin fee / account holder | $423 | $18,096-97.7% | $14,679-97.1% | $11,431-96.3% |