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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 | $63,037 | $127,387-50.5% | $115,038-45.2% | $125,389-49.7% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -2.83% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,237 | $5,166-76.1% | $4,608-73.2% | $4,866-74.6% |
| Participant deferral / active EE | $3,111 | $6,423-51.6% | $6,026-48.4% | $5,352-41.9% |
| Admin fee / account holder | $983 | $9,516-89.7% | $8,175-88.0% | $9,541-89.7% |