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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 | $38,994 | $127,387-69.4% | $115,038-66.1% | $125,389-68.9% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -1.16% | 31.28%-32.4pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,479 | $5,166-52.0% | $4,608-46.2% | $4,866-49.0% |
| Participant deferral / active EE | $7,735 | $6,423+20.4% | $6,026+28.4% | $5,352+44.5% |
| Admin fee / account holder | $394 | $9,516-95.9% | $8,175-95.2% | $9,541-95.9% |