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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 | $21,671 | $127,387-83.0% | $115,038-81.2% | $125,389-82.7% |
| Participation rate | 82.6% | 84.2%-1.5pp | 81.4%+1.2pp | 83.2%-0.6pp |
| Annual return | -1.57% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $962 | $5,166-81.4% | $4,608-79.1% | $4,866-80.2% |
| Participant deferral / active EE | $2,137 | $6,423-66.7% | $6,026-64.5% | $5,352-60.1% |
| Admin fee / account holder | $14,002 | $9,516+47.1% | $8,175+71.3% | $9,541+46.8% |