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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 | $39,514 | $127,387-69.0% | $115,038-65.7% | $125,389-68.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.91% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,840 | $5,166-64.4% | $4,608-60.1% | $4,866-62.2% |
| Participant deferral / active EE | $3,086 | $6,423-51.9% | $6,026-48.8% | $5,352-42.3% |
| Admin fee / account holder | $1,203 | $9,516-87.4% | $8,175-85.3% | $9,541-87.4% |