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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 | $30,429 | $64,311-52.7% | $57,356-46.9% | $125,389-75.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | -2.58% | 25.14%-27.7pp | 24.41%-27.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $3,446 | $3,193+7.9% | $2,689+28.2% | $4,866-29.2% |
| Participant deferral / active EE | $4,858 | $3,846+26.3% | $3,162+53.6% | $5,352-9.2% |
| Admin fee / account holder | $4,967 | $5,243-5.3% | $3,357+48.0% | $9,541-47.9% |