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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 | $47,714 | $127,387-62.5% | $115,038-58.5% | $125,389-61.9% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -1.38% | 31.28%-32.7pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $999 | $5,166-80.7% | $4,608-78.3% | $4,866-79.5% |
| Participant deferral / active EE | $2,725 | $6,423-57.6% | $6,026-54.8% | $5,352-49.1% |
| Admin fee / account holder | $443 | $9,516-95.3% | $8,175-94.6% | $9,541-95.4% |