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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 | $38,688 | $92,219-58.0% | $76,767-49.6% | $135,380-71.4% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -5.26% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,623 | $3,216+12.7% | $2,485+45.8% | $4,779-24.2% |
| Participant deferral / active EE | $7,192 | $4,508+59.5% | $3,852+86.7% | $5,609+28.2% |
| Admin fee / account holder | $7,068 | $10,749-34.2% | $6,675+5.9% | $10,828-34.7% |