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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 | $38,893 | $167,362-76.8% | $143,799-73.0% | $134,532-71.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -2.18% | 0.47%-2.7pp | -0.04%-2.1pp | 418.27%-420.4pp |
| Employer contribution / active EE | $5,423 | $5,620-3.5% | $4,952+9.5% | $4,741+14.4% |
| Participant deferral / active EE | $3,535 | $6,447-45.2% | $5,638-37.3% | $6,401-44.8% |
| Admin fee / account holder | $689 | $18,094-96.2% | $14,677-95.3% | $11,429-94.0% |