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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 | $43,776 | $127,387-65.6% | $115,038-61.9% | $125,389-65.1% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -3.07% | 31.28%-34.4pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,385 | $5,166-53.8% | $4,608-48.2% | $4,866-51.0% |
| Participant deferral / active EE | $5,327 | $6,423-17.1% | $6,026-11.6% | $5,352-0.5% |
| Admin fee / account holder | $1,195 | $9,516-87.4% | $8,175-85.4% | $9,541-87.5% |