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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 | $37,430 | $167,353-77.6% | $143,797-74.0% | $134,545-72.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -12.70% | 0.48%-13.2pp | -0.04%-12.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $5,557 | $5,620-1.1% | $4,952+12.2% | $4,742+17.2% |
| Participant deferral / active EE | $2,564 | $6,447-60.2% | $5,638-54.5% | $6,401-59.9% |
| Admin fee / account holder | $1,881 | $18,096-89.6% | $14,679-87.2% | $11,431-83.5% |