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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 | $22,871 | $127,387-82.0% | $115,038-80.1% | $125,389-81.8% |
| Participation rate | 84.2% | 84.2%+0.1pp | 81.4%+2.8pp | 83.2%+1.0pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,140 | $5,166-77.9% | $4,608-75.3% | $4,866-76.6% |
| Participant deferral / active EE | $2,563 | $6,423-60.1% | $6,026-57.5% | $5,352-52.1% |
| Admin fee / account holder | $2,034 | $9,516-78.6% | $8,175-75.1% | $9,541-78.7% |