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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 | $30,712 | $211,946-85.5% | $169,452-81.9% | $135,380-77.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.45% | 3.26%-8.7pp | 1.83%-7.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,352 | $5,117-73.6% | $4,157-67.5% | $4,779-71.7% |
| Participant deferral / active EE | $2,356 | $6,075-61.2% | $5,277-55.4% | $5,609-58.0% |
| Admin fee / account holder | $1,456 | $11,472-87.3% | $9,110-84.0% | $10,828-86.5% |